+44.3%
AR vs PODD
+218.3%
-174.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.6% |
| 7D | -1.2% | -6.9% | +5.7% | 0.0% |
| 30D | +5.5% | -3.5% | +9.0% | +6.1% |
| 3M | +12.9% | -13.6% | +26.5% | +14.9% |
| 6M | +0.1% | -42.6% | +42.7% | +8.6% |
| YTD | +13.5% | -51.5% | +65.0% | +26.6% |
| 1Y | +21.6% | -60.9% | +82.5% | +40.6% |
| 3Y | +46.0% | -19.8% | +65.7% | +47.0% |
| 5Y | +143.7% | -54.4% | +198.1% | +162.3% |
| 10Y | +44.3% | +236.1% | -191.8% | +15.9% |
| All | +44.3% | +218.3% | -174.0% | +15.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling