-24.9%
AFRM vs PODD
-44.8%
+19.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.0% |
| 3M | +5.3% | +0.7% | +4.6% | -0.1% |
| 6M | +42.6% | -39.3% | +81.9% | +88.6% |
| YTD | -2.8% | -48.1% | +45.3% | +43.9% |
| 1Y | -19.3% | -57.4% | +38.1% | +36.4% |
| 3Y | +231.0% | -23.3% | +254.2% | +220.8% |
| 5Y | -22.2% | -51.3% | +29.0% | +4.2% |
| All | -24.9% | -44.8% | +19.9% | -6.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling