+35.1%
APD vs PODD
-48.3%
+83.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.6% | -4.7% | +1.2% |
| 7D | +3.8% | +10.8% | -7.0% | +2.8% |
| 30D | +14.1% | +21.7% | -7.6% | +12.0% |
| 3M | +8.2% | -1.1% | +9.3% | +7.8% |
| 6M | +7.5% | -3.7% | +11.3% | +7.7% |
| YTD | +31.7% | -41.9% | +73.6% | +49.8% |
| 1Y | +35.1% | -48.5% | +83.5% | +59.2% |
| All | +35.1% | -48.3% | +83.4% | +59.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling