+140.1%
AMT vs PODD
+315.5%
-175.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | -2.2% | -4.4% | +2.2% | -1.5% |
| 30D | +5.8% | +8.1% | -2.3% | +4.4% |
| 3M | +12.6% | +2.9% | +9.6% | +11.9% |
| 6M | +8.3% | -5.7% | +14.0% | +8.6% |
| YTD | +11.4% | -47.5% | +58.9% | +21.4% |
| 1Y | +7.7% | -55.7% | +63.4% | +20.4% |
| 3Y | +14.8% | -3.7% | +18.5% | +9.8% |
| 5Y | -18.0% | -52.6% | +34.6% | -14.0% |
| All | +140.1% | +315.5% | -175.4% | +110.1% |
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 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