+391.7%
APP vs PODD
-48.4%
+440.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.1% | +4.3% | +3.1% |
| 7D | +0.9% | +1.6% | -0.7% | +0.1% |
| 30D | -23.3% | +10.7% | -33.9% | -27.1% |
| 3M | -42.6% | +0.7% | -43.4% | -44.7% |
| 6M | -33.6% | -39.3% | +5.7% | -20.2% |
| YTD | -52.4% | -48.1% | -4.3% | -38.5% |
| 1Y | -35.9% | -57.4% | +21.5% | -10.2% |
| 3Y | +642.2% | -23.3% | +665.5% | +662.3% |
| 5Y | +311.1% | -51.3% | +362.3% | +416.4% |
| All | +391.7% | -48.4% | +440.0% | +439.6% |
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