+325.7%
AMGN vs PODD
+324.4%
+1.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.6% |
| 7D | +1.1% | +4.1% | -2.9% | +0.7% |
| 30D | +9.3% | +13.9% | -4.6% | +7.6% |
| 3M | +12.1% | +4.1% | +8.0% | +11.5% |
| 6M | +40.3% | +2.4% | +37.8% | +38.8% |
| YTD | +45.2% | -46.4% | +91.5% | +55.0% |
| 1Y | +42.4% | -54.2% | +96.6% | +54.8% |
| 3Y | +91.0% | -6.9% | +97.9% | +86.2% |
| 5Y | +157.4% | -51.6% | +208.9% | +167.6% |
| All | +325.7% | +324.4% | +1.3% | +211.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling