+589.6%
APD vs PODD
+761.8%
-172.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.2% | +4.7% | -0.5% |
| 7D | -3.7% | -2.1% | -1.5% | -3.4% |
| 30D | +9.6% | +9.0% | +0.6% | +7.9% |
| 3M | +1.6% | +5.2% | -3.5% | +0.6% |
| 6M | +2.2% | -3.2% | +5.3% | +1.6% |
| YTD | +25.9% | -48.5% | +74.3% | +38.6% |
| 1Y | +20.1% | -54.7% | +74.8% | +35.0% |
| 3Y | +12.4% | -7.8% | +20.2% | +9.5% |
| 5Y | +11.1% | -52.4% | +63.6% | +17.5% |
| 10Y | +190.1% | +315.9% | -125.7% | +99.9% |
| All | +589.6% | +761.8% | -172.2% | +219.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling