+91.2%
AEP vs PODD
-4.1%
+95.3%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | +0.1% |
| 7D | +2.9% | +4.1% | -1.2% | +2.7% |
| 30D | +3.2% | +13.9% | -10.7% | +2.6% |
| 3M | +3.8% | +4.1% | -0.3% | +3.6% |
| 6M | +2.5% | +2.4% | +0.1% | +2.2% |
| YTD | +15.5% | -46.4% | +61.8% | +17.1% |
| 1Y | +9.6% | -54.2% | +63.8% | +11.8% |
| 3Y | +91.2% | -6.9% | +98.0% | +79.6% |
| All | +91.2% | -4.1% | +95.3% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling