+500.0%
APP vs PODD
-48.7%
+548.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -6.2% | +16.0% | +12.3% |
| 7D | +71.2% | -2.1% | +73.3% | +71.1% |
| 30D | +39.1% | +9.0% | +30.0% | +32.8% |
| 3M | +16.5% | +5.2% | +11.4% | +12.5% |
| 6M | -16.6% | -3.2% | -13.4% | -19.3% |
| YTD | -41.9% | -48.5% | +6.5% | -25.5% |
| 1Y | -37.0% | -54.7% | +17.7% | -14.9% |
| 3Y | +892.4% | -7.8% | +900.2% | +830.0% |
| 5Y | +297.3% | -52.4% | +349.7% | +401.6% |
| All | +500.0% | -48.7% | +548.8% | +553.2% |
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