+61.8%
AFL vs PODD
-21.1%
+82.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | -0.2% |
| 7D | -2.1% | -6.9% | +4.8% | -1.8% |
| 30D | -5.4% | -3.5% | -2.0% | -5.3% |
| 3M | -0.3% | -13.6% | +13.3% | +0.2% |
| 6M | +5.2% | -42.6% | +47.8% | +7.4% |
| YTD | +5.7% | -51.5% | +57.2% | +8.7% |
| 1Y | +10.2% | -60.9% | +71.1% | +14.5% |
| All | +61.8% | -21.1% | +82.9% | +63.2% |
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