+441.6%
AME vs PODD
+314.4%
+127.2%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.8% | +0.4% |
| 7D | +1.1% | -9.1% | +10.2% | +2.6% |
| 30D | -4.1% | +7.3% | -11.4% | -5.3% |
| 3M | -6.3% | +3.7% | -10.0% | -7.2% |
| 6M | +3.5% | -2.7% | +6.2% | +2.6% |
| YTD | +17.3% | -47.2% | +64.5% | +28.7% |
| 1Y | +22.0% | -54.0% | +76.0% | +37.0% |
| 3Y | +62.0% | -3.3% | +65.3% | +54.4% |
| 5Y | +78.5% | -52.3% | +130.8% | +89.2% |
| 10Y | +441.6% | +322.4% | +119.2% | +311.7% |
| All | +441.6% | +314.4% | +127.2% | +311.7% |
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