+148.2%
AFL vs PODD
-51.4%
+199.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.3% | +0.7% |
| 7D | +2.9% | +4.1% | -1.2% | +2.5% |
| 30D | +8.0% | +13.9% | -5.9% | +6.7% |
| 3M | +5.9% | +4.1% | +1.8% | +5.4% |
| 6M | +11.6% | +2.4% | +9.2% | +10.8% |
| YTD | +17.5% | -46.4% | +63.9% | +23.5% |
| 1Y | +13.3% | -54.2% | +67.4% | +20.6% |
| 3Y | +67.0% | -6.9% | +73.9% | +62.1% |
| All | +148.2% | -51.4% | +199.6% | +163.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling