+8,434.5%
AMZN vs PODD
+767.5%
+7,667.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.3% |
| 7D | -3.0% | +1.6% | -4.6% | -3.3% |
| 30D | -5.2% | +10.7% | -15.9% | -7.2% |
| 3M | +1.9% | +0.7% | +1.1% | +0.8% |
| 6M | +19.2% | -39.3% | +58.5% | +29.9% |
| YTD | +12.0% | -48.1% | +60.1% | +25.9% |
| 1Y | +9.7% | -57.4% | +67.1% | +28.1% |
| 3Y | +87.2% | -23.3% | +110.4% | +87.7% |
| 5Y | +48.7% | -51.3% | +99.9% | +59.9% |
| 10Y | +569.3% | +242.0% | +327.3% | +365.3% |
| All | +8,434.5% | +767.5% | +7,667.0% | +3,572.8% |
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