+2,608.7%
AMAT vs PODD
+782.5%
+1,826.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.3% | +4.7% | +5.7% |
| 7D | +7.0% | -9.1% | +16.0% | +9.5% |
| 30D | -20.6% | +7.3% | -27.9% | -22.0% |
| 3M | -24.8% | +3.7% | -28.4% | -25.9% |
| 6M | -10.7% | -2.7% | -8.1% | -12.6% |
| YTD | +54.3% | -47.2% | +101.5% | +74.2% |
| 1Y | +73.7% | -54.0% | +127.7% | +102.7% |
| 3Y | +168.4% | -3.3% | +171.7% | +153.5% |
| 5Y | +167.6% | -52.3% | +219.9% | +191.8% |
| 10Y | +1,425.2% | +322.4% | +1,102.8% | +878.5% |
| All | +2,608.7% | +782.5% | +1,826.2% | +970.3% |
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 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