+581.5%
APD vs PODD
+767.5%
-186.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.6% |
| 7D | -2.2% | +1.6% | -3.8% | -2.5% |
| 30D | +2.1% | +10.7% | -8.6% | +0.3% |
| 3M | +7.2% | +0.7% | +6.4% | +6.2% |
| 6M | +11.2% | -39.3% | +50.5% | +19.4% |
| YTD | +24.4% | -48.1% | +72.5% | +37.0% |
| 1Y | +6.7% | -57.4% | +64.1% | +21.3% |
| 3Y | +9.2% | -23.3% | +32.5% | +9.4% |
| 5Y | +27.4% | -51.3% | +78.6% | +34.2% |
| 10Y | +164.8% | +242.0% | -77.2% | +88.1% |
| All | +581.5% | +767.5% | -186.0% | +215.5% |
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 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