+250.4%
APP vs PODD
-52.9%
+303.2%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.6% |
| 7D | +10.6% | -4.4% | +14.9% | +12.2% |
| 30D | +44.6% | +8.1% | +36.5% | +38.9% |
| 3M | +29.6% | +2.9% | +26.7% | +26.5% |
| 6M | -19.8% | -5.7% | -14.0% | -21.4% |
| YTD | -41.6% | -47.5% | +5.9% | -25.8% |
| 1Y | -32.7% | -55.7% | +23.0% | -8.0% |
| 3Y | +799.0% | -3.7% | +802.8% | +730.1% |
| 5Y | +250.4% | -52.6% | +303.0% | +341.3% |
| All | +250.4% | -52.9% | +303.2% | +341.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling