+295.8%
AFL vs PODD
+223.0%
+72.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +0.9% |
| 7D | -1.6% | -10.5% | +8.9% | -0.4% |
| 30D | -4.0% | -9.0% | +5.0% | -3.0% |
| 3M | -0.5% | -11.5% | +11.0% | +0.4% |
| 6M | +6.5% | -44.7% | +51.3% | +13.4% |
| YTD | +6.2% | -53.6% | +59.7% | +15.3% |
| 1Y | +8.3% | -61.0% | +69.2% | +19.9% |
| 3Y | +62.5% | -24.7% | +87.2% | +61.4% |
| 5Y | +136.2% | -55.5% | +191.6% | +147.1% |
| All | +295.8% | +223.0% | +72.9% | +246.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling