+1,595.4%
AME vs PODD
+782.5%
+812.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.8% | +0.3% |
| 7D | +1.1% | -9.1% | +10.2% | +2.8% |
| 30D | -4.1% | +7.3% | -11.4% | -5.4% |
| 3M | -6.3% | +3.7% | -10.0% | -7.3% |
| 6M | +3.5% | -2.7% | +6.2% | +2.6% |
| YTD | +17.3% | -47.2% | +64.5% | +28.8% |
| 1Y | +22.0% | -54.0% | +76.0% | +37.2% |
| 3Y | +62.0% | -3.3% | +65.3% | +55.0% |
| 5Y | +78.5% | -52.3% | +130.8% | +88.3% |
| 10Y | +441.6% | +322.4% | +119.2% | +263.0% |
| All | +1,595.4% | +782.5% | +812.8% | +661.1% |
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