-48.5%
APTV vs PODD
-6.1%
-42.4%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -5.0% | -4.4% | -0.6% | -4.2% |
| 30D | -12.3% | +8.1% | -20.4% | -13.5% |
| 3M | -19.9% | +2.9% | -22.9% | -20.4% |
| 6M | -29.4% | -5.7% | -23.7% | -29.2% |
| YTD | -49.0% | -47.5% | -1.5% | -41.5% |
| 1Y | -53.1% | -55.7% | +2.6% | -44.1% |
| All | -48.5% | -6.1% | -42.4% | -53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling