-58.3%
AFRM vs PODD
-52.5%
-5.8%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.2% | +3.9% | +1.8% |
| 7D | -7.3% | -2.1% | -5.2% | -6.0% |
| 30D | -9.6% | +9.0% | -18.6% | -14.6% |
| 3M | -11.1% | +5.2% | -16.2% | -14.3% |
| 6M | +3.9% | -3.2% | +7.0% | +0.3% |
| YTD | -8.5% | -48.5% | +40.0% | +37.1% |
| 1Y | +3.3% | -54.7% | +58.0% | +68.7% |
| 3Y | +213.7% | -7.8% | +221.5% | +158.5% |
| All | -58.3% | -52.5% | -5.8% | -34.2% |
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