+124.5%
AMT vs PODD
+324.2%
-199.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.1% | -0.2% |
| 7D | +0.4% | -2.5% | +2.8% | +0.7% |
| 30D | +3.7% | +10.7% | -7.0% | +2.0% |
| 3M | +10.7% | +6.1% | +4.6% | +9.5% |
| 6M | +9.3% | -2.8% | +12.1% | +9.0% |
| YTD | +10.9% | -47.3% | +58.2% | +20.8% |
| 1Y | +10.5% | -53.2% | +63.7% | +22.4% |
| 3Y | +15.5% | -2.0% | +17.6% | +10.2% |
| 5Y | -20.6% | -52.9% | +32.4% | -16.7% |
| 10Y | +124.5% | +321.1% | -196.5% | +95.7% |
| All | +124.5% | +324.2% | -199.6% | +95.7% |
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