+342.5%
AFL vs PODD
+324.4%
+18.1%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.3% | +0.6% |
| 7D | +2.9% | +4.1% | -1.2% | +2.4% |
| 30D | +8.0% | +13.9% | -5.9% | +6.2% |
| 3M | +5.9% | +4.1% | +1.8% | +5.2% |
| 6M | +11.6% | +2.4% | +9.2% | +10.5% |
| YTD | +17.5% | -46.4% | +63.9% | +25.5% |
| 1Y | +13.3% | -54.2% | +67.4% | +23.2% |
| 3Y | +67.0% | -6.9% | +73.9% | +61.8% |
| 5Y | +150.6% | -51.6% | +202.2% | +160.5% |
| All | +342.5% | +324.4% | +18.1% | +269.4% |
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