-20.9%
AFRM vs PODD
-51.3%
+30.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.1% | -0.6% | -1.3% |
| 7D | -7.0% | +1.6% | -8.6% | -8.0% |
| 30D | -7.8% | +10.7% | -18.5% | -14.1% |
| 3M | +5.3% | +0.7% | +4.6% | -0.2% |
| 6M | +42.6% | -39.3% | +81.9% | +89.5% |
| YTD | -2.8% | -48.1% | +45.3% | +44.9% |
| 1Y | -19.3% | -57.4% | +38.1% | +37.6% |
| 3Y | +231.0% | -23.3% | +254.2% | +218.0% |
| All | -20.9% | -51.3% | +30.4% | +12.1% |
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