+192.8%
APD vs PODD
+315.5%
-122.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +2.2% | -4.4% | +6.5% | +2.9% |
| 30D | +9.4% | +8.1% | +1.3% | +8.0% |
| 3M | +4.7% | +2.9% | +1.8% | +4.0% |
| 6M | +5.5% | -5.7% | +11.2% | +5.5% |
| YTD | +31.4% | -47.5% | +78.9% | +43.7% |
| 1Y | +24.1% | -55.7% | +79.8% | +39.3% |
| 3Y | +28.8% | -3.7% | +32.5% | +24.9% |
| 5Y | +15.8% | -52.6% | +68.3% | +22.8% |
| All | +192.8% | +315.5% | -122.7% | +138.4% |
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