+14.6%
AMCR vs PODD
+223.0%
-208.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.3% |
| 7D | -6.3% | -10.5% | +4.3% | -5.0% |
| 30D | -7.8% | -9.0% | +1.2% | -6.8% |
| 3M | +7.5% | -11.5% | +19.1% | +8.6% |
| 6M | +2.7% | -44.7% | +47.4% | +9.5% |
| YTD | +6.0% | -53.6% | +59.6% | +15.5% |
| 1Y | +7.8% | -61.0% | +68.7% | +19.7% |
| 3Y | +5.8% | -24.7% | +30.5% | +5.6% |
| 5Y | -11.6% | -55.5% | +43.9% | -7.5% |
| All | +14.6% | +223.0% | -208.3% | +7.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling