+3,017.6%
AMAT vs PODD
+767.5%
+2,250.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.1% | +6.4% | +4.8% |
| 7D | -1.5% | +1.6% | -3.1% | -1.9% |
| 30D | -14.8% | +10.7% | -25.5% | -17.1% |
| 3M | -9.3% | +0.7% | -10.0% | -11.3% |
| 6M | +27.4% | -39.3% | +66.7% | +39.6% |
| YTD | +77.6% | -48.1% | +125.7% | +102.1% |
| 1Y | +188.9% | -57.4% | +246.4% | +244.4% |
| 3Y | +202.3% | -23.3% | +225.5% | +201.2% |
| 5Y | +248.9% | -51.3% | +300.2% | +279.8% |
| 10Y | +1,585.2% | +242.0% | +1,343.2% | +1,029.6% |
| All | +3,017.6% | +767.5% | +2,250.0% | +1,141.9% |
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