+559.7%
AMT vs PODD
+761.8%
-202.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.2% | +3.5% | -1.7% |
| 7D | +0.5% | -2.1% | +2.7% | +0.8% |
| 30D | +13.6% | +9.0% | +4.6% | +12.0% |
| 3M | +11.5% | +5.2% | +6.3% | +10.4% |
| 6M | +6.9% | -3.2% | +10.1% | +6.7% |
| YTD | +10.8% | -48.5% | +59.3% | +21.6% |
| 1Y | +10.3% | -54.7% | +65.0% | +23.3% |
| 3Y | +12.4% | -7.8% | +20.2% | +9.2% |
| 5Y | -20.1% | -52.4% | +32.4% | -15.9% |
| 10Y | +116.8% | +315.9% | -199.0% | +53.8% |
| All | +559.7% | +761.8% | -202.1% | +229.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling