+53.3%
AMZN vs PODD
-51.3%
+104.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.1% | -2.0% |
| 7D | +0.1% | -9.1% | +9.1% | +2.0% |
| 30D | +2.6% | +7.3% | -4.8% | +0.9% |
| 3M | -2.2% | +3.7% | -5.9% | -3.3% |
| 6M | -1.0% | -2.7% | +1.6% | -1.9% |
| YTD | +15.3% | -47.2% | +62.5% | +31.5% |
| 1Y | +6.9% | -54.0% | +60.9% | +25.7% |
| 3Y | +85.4% | -3.3% | +88.7% | +74.6% |
| 5Y | +53.3% | -52.3% | +105.6% | +68.5% |
| All | +53.3% | -51.3% | +104.6% | +68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling