+6.7%
APD vs PODD
-57.0%
+63.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.8% |
| 7D | -2.2% | +1.6% | -3.8% | -2.4% |
| 30D | +2.1% | +10.7% | -8.6% | +1.2% |
| 3M | +7.2% | +0.7% | +6.4% | +6.4% |
| 6M | +11.2% | -39.3% | +50.5% | +20.4% |
| YTD | +24.4% | -48.1% | +72.5% | +40.1% |
| 1Y | +6.7% | -57.4% | +64.1% | +22.5% |
| All | +6.7% | -57.0% | +63.7% | +22.5% |
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