+528.8%
APP vs PODD
-47.6%
+576.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.3% | +2.5% | +3.9% |
| 7D | +79.2% | -2.5% | +81.6% | +79.4% |
| 30D | +48.0% | +10.7% | +37.3% | +40.5% |
| 3M | +18.2% | +6.1% | +12.1% | +13.8% |
| 6M | -12.5% | -2.8% | -9.7% | -15.5% |
| YTD | -39.2% | -47.3% | +8.1% | -22.6% |
| 1Y | -33.9% | -53.2% | +19.3% | -11.8% |
| 3Y | +933.3% | -2.0% | +935.3% | +842.2% |
| 5Y | +295.9% | -52.9% | +348.8% | +402.8% |
| All | +528.8% | -47.6% | +576.4% | +578.8% |
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