+16.0%
AMT vs PODD
-4.1%
+20.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.2% | +0.7% |
| 7D | +1.5% | +4.1% | -2.6% | +1.0% |
| 30D | +6.8% | +13.9% | -7.0% | +5.4% |
| 3M | +11.2% | +4.1% | +7.1% | +10.6% |
| 6M | +12.5% | +2.4% | +10.0% | +12.0% |
| YTD | +12.5% | -46.4% | +58.9% | +17.2% |
| 1Y | +10.1% | -54.2% | +64.3% | +16.2% |
| 3Y | +16.0% | -6.9% | +22.9% | -0.4% |
| All | +16.0% | -4.1% | +20.1% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling