+197.7%
AON vs PODD
+223.0%
-25.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.4% | -1.4% |
| 7D | -6.3% | -10.5% | +4.2% | -5.0% |
| 30D | -14.1% | -9.0% | -5.1% | -13.1% |
| 3M | -9.5% | -11.5% | +2.1% | -8.5% |
| 6M | -4.0% | -44.7% | +40.7% | +2.6% |
| YTD | -13.8% | -53.6% | +39.8% | -5.8% |
| 1Y | -18.3% | -61.0% | +42.7% | -8.9% |
| 3Y | -7.2% | -24.7% | +17.5% | -7.7% |
| 5Y | +7.3% | -55.5% | +62.8% | +12.6% |
| All | +197.7% | +223.0% | -25.3% | +156.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling