+84.8%
AME vs PODD
-53.4%
+138.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | +0.5% |
| 7D | +2.8% | -4.1% | +6.9% | +3.3% |
| 30D | -6.3% | +0.8% | -7.1% | -6.5% |
| 3M | +5.4% | -6.1% | +11.5% | +5.4% |
| 6M | +7.4% | -40.0% | +47.4% | +14.6% |
| YTD | +16.2% | -49.9% | +66.1% | +27.3% |
| 1Y | +26.8% | -59.3% | +86.1% | +43.2% |
| 3Y | +57.5% | -17.2% | +74.7% | +54.3% |
| 5Y | +84.8% | -53.0% | +137.8% | +96.5% |
| All | +84.8% | -53.4% | +138.3% | +96.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling