+506.6%
APP vs PODD
-48.2%
+554.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.4% | -3.1% |
| 7D | +61.1% | -4.4% | +65.5% | +62.6% |
| 30D | +42.8% | +9.4% | +33.3% | +36.2% |
| 3M | +16.7% | +3.6% | +13.0% | +13.4% |
| 6M | -15.6% | -4.0% | -11.6% | -18.1% |
| YTD | -41.3% | -47.9% | +6.6% | -25.0% |
| 1Y | -39.3% | -53.8% | +14.5% | -18.6% |
| 3Y | +803.2% | -4.5% | +807.7% | +732.9% |
| 5Y | +313.2% | -51.9% | +365.0% | +418.2% |
| All | +506.6% | -48.2% | +554.8% | +557.9% |
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