+61.1%
AME vs PODD
-3.0%
+64.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.1% |
| 7D | -4.1% | -4.4% | +0.3% | -3.9% |
| 30D | -4.1% | +9.4% | -13.6% | -4.7% |
| 3M | -5.6% | +3.6% | -9.3% | -5.9% |
| 6M | +2.8% | -4.0% | +6.8% | +2.6% |
| YTD | +16.6% | -47.9% | +64.5% | +23.7% |
| 1Y | +21.1% | -53.8% | +74.9% | +30.0% |
| 3Y | +61.1% | -4.5% | +65.6% | +59.8% |
| All | +61.1% | -3.0% | +64.1% | +59.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling