+45.2%
AMZN vs PODD
-55.6%
+100.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.3% |
| 7D | -2.7% | -10.6% | +7.9% | -0.4% |
| 30D | -7.5% | -6.9% | -0.6% | -6.1% |
| 3M | +5.8% | -10.6% | +16.5% | +7.4% |
| 6M | +17.5% | -43.5% | +61.0% | +31.8% |
| YTD | +9.1% | -52.6% | +61.7% | +27.5% |
| 1Y | +9.4% | -60.1% | +69.5% | +32.9% |
| 3Y | +82.2% | -21.7% | +103.9% | +80.7% |
| 5Y | +45.2% | -54.6% | +99.8% | +58.1% |
| All | +45.2% | -55.6% | +100.8% | +58.1% |
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