+1,579.0%
AME vs PODD
+767.5%
+811.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +1.9% |
| 7D | +0.6% | +1.6% | -1.0% | +0.3% |
| 30D | -6.7% | +10.7% | -17.4% | -8.5% |
| 3M | +4.1% | +0.7% | +3.3% | +2.9% |
| 6M | +1.6% | -39.3% | +40.9% | +9.3% |
| YTD | +16.1% | -48.1% | +64.3% | +28.4% |
| 1Y | +27.3% | -57.4% | +84.8% | +45.4% |
| 3Y | +50.9% | -23.3% | +74.1% | +50.1% |
| 5Y | +81.4% | -51.3% | +132.6% | +90.9% |
| 10Y | +417.0% | +242.0% | +174.9% | +259.3% |
| All | +1,579.0% | +767.5% | +811.4% | +658.3% |
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