+1,585.6%
AME vs PODD
+770.9%
+814.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.2% |
| 7D | -4.1% | -4.4% | +0.3% | -3.5% |
| 30D | -4.1% | +9.4% | -13.6% | -5.8% |
| 3M | -5.6% | +3.6% | -9.3% | -6.6% |
| 6M | +2.8% | -4.0% | +6.8% | +2.1% |
| YTD | +16.6% | -47.9% | +64.5% | +28.4% |
| 1Y | +21.1% | -53.8% | +74.9% | +36.0% |
| 3Y | +61.1% | -4.5% | +65.6% | +54.4% |
| 5Y | +76.6% | -51.9% | +128.4% | +85.9% |
| 10Y | +431.3% | +308.9% | +122.4% | +258.2% |
| All | +1,585.6% | +770.9% | +814.7% | +658.4% |
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