+76.4%
AMZN vs PODD
-21.1%
+97.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.4% |
| 7D | -1.0% | -6.9% | +5.9% | -0.1% |
| 30D | -9.2% | -3.5% | -5.8% | -8.8% |
| 3M | +3.4% | -13.6% | +17.0% | +4.9% |
| 6M | +18.2% | -42.6% | +60.8% | +27.7% |
| YTD | +9.3% | -51.5% | +60.8% | +21.4% |
| 1Y | +5.9% | -60.9% | +66.9% | +21.9% |
| All | +76.4% | -21.1% | +97.5% | +91.2% |
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