+8,703.6%
AMZN vs PODD
+796.9%
+7,906.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.7% |
| 7D | +2.8% | +4.1% | -1.2% | +2.0% |
| 30D | +5.0% | +13.9% | -8.9% | +2.1% |
| 3M | +0.6% | +4.1% | -3.5% | -0.6% |
| 6M | -1.3% | +2.4% | -3.7% | -3.0% |
| YTD | +15.5% | -46.4% | +61.9% | +28.7% |
| 1Y | +12.2% | -54.2% | +66.4% | +28.9% |
| 3Y | +87.0% | -6.9% | +93.9% | +81.1% |
| 5Y | +51.3% | -51.6% | +102.9% | +62.7% |
| 10Y | +621.7% | +329.3% | +292.4% | +381.7% |
| All | +8,703.6% | +796.9% | +7,906.6% | +3,653.6% |
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