-55.8%
AFRM vs PODD
-52.9%
-3.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.5% | -2.6% |
| 7D | -5.5% | -4.4% | -1.1% | -2.8% |
| 30D | -15.5% | +8.1% | -23.5% | -19.6% |
| 3M | -10.3% | +2.9% | -13.2% | -12.3% |
| 6M | +0.6% | -5.7% | +6.3% | -0.7% |
| YTD | -11.5% | -47.5% | +35.9% | +30.5% |
| 1Y | -16.6% | -55.7% | +39.1% | +38.2% |
| 3Y | +193.5% | -3.7% | +197.3% | +136.0% |
| 5Y | -55.8% | -52.6% | -3.2% | -36.3% |
| All | -55.8% | -52.9% | -3.0% | -36.3% |
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