+163.7%
APD vs PODD
+223.9%
-60.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | -0.6% |
| 7D | -2.5% | -4.1% | +1.6% | -1.9% |
| 30D | -1.9% | +0.8% | -2.7% | -2.1% |
| 3M | +8.2% | -6.1% | +14.3% | +8.5% |
| 6M | +10.7% | -40.0% | +50.7% | +18.5% |
| YTD | +22.9% | -49.9% | +72.9% | +35.3% |
| 1Y | +5.8% | -59.3% | +65.1% | +20.1% |
| 3Y | +7.8% | -17.2% | +25.0% | +6.8% |
| 5Y | +26.1% | -53.0% | +79.1% | +33.7% |
| 10Y | +163.7% | +226.1% | -62.4% | +123.1% |
| All | +163.7% | +223.9% | -60.2% | +123.1% |
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