+7.9%
AMT vs PODD
-20.7%
+28.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.5% | +0.3% |
| 7D | -0.2% | -4.1% | +3.9% | +0.2% |
| 30D | +1.8% | +0.8% | +1.1% | +1.7% |
| 3M | -6.2% | -6.1% | -0.1% | -5.8% |
| 6M | -5.0% | -40.0% | +35.0% | -2.0% |
| YTD | +2.1% | -49.9% | +52.0% | +6.5% |
| 1Y | -5.7% | -59.3% | +53.6% | -0.2% |
| 3Y | +7.9% | -17.2% | +25.2% | +2.5% |
| All | +7.9% | -20.7% | +28.6% | +2.5% |
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