-29.4%
AFRM vs PODD
-43.9%
+14.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -1.6% |
| 7D | -7.5% | -2.5% | -5.1% | -6.1% |
| 30D | -15.7% | +10.7% | -26.4% | -21.2% |
| 3M | -9.6% | +6.1% | -15.7% | -13.4% |
| 6M | +6.3% | -2.8% | +9.1% | +2.6% |
| YTD | -8.6% | -47.3% | +38.7% | +33.8% |
| 1Y | -7.6% | -53.2% | +45.6% | +46.1% |
| 3Y | +173.7% | -2.0% | +175.7% | +120.8% |
| 5Y | -56.9% | -52.9% | -4.0% | -40.8% |
| All | -29.4% | -43.9% | +14.5% | -13.5% |
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