-31.6%
AFRM vs PODD
-44.6%
+13.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.3% |
| 7D | -8.4% | -4.4% | -4.0% | -5.7% |
| 30D | -18.3% | +9.4% | -27.7% | -23.0% |
| 3M | -12.7% | +3.6% | -16.3% | -15.0% |
| 6M | +3.0% | -4.0% | +7.0% | +0.3% |
| YTD | -11.4% | -47.9% | +36.5% | +30.7% |
| 1Y | -13.3% | -53.8% | +40.5% | +38.2% |
| 3Y | +194.0% | -4.5% | +198.6% | +142.3% |
| 5Y | -50.6% | -51.9% | +1.3% | -33.3% |
| All | -31.6% | -44.6% | +13.0% | -15.5% |
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