+2,088.8%
AMAT vs PODD
+818.4%
+1,270.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -5.4% | -8.2% | -12.3% |
| 7D | -24.3% | +2.4% | -26.7% | -24.7% |
| 30D | -39.8% | +15.9% | -55.7% | -41.9% |
| 3M | -40.2% | +17.2% | -57.3% | -42.8% |
| 6M | -22.1% | -6.8% | -15.3% | -23.2% |
| YTD | +24.7% | -45.1% | +69.7% | +39.5% |
| 1Y | +33.3% | -50.3% | +83.6% | +52.6% |
| 3Y | +133.9% | -4.0% | +137.8% | +121.4% |
| 5Y | +117.1% | -49.3% | +166.4% | +133.5% |
| 10Y | +1,158.7% | +343.1% | +815.5% | +698.8% |
| All | +2,088.8% | +818.4% | +1,270.5% | +757.3% |
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