+45.2%
AR vs PODD
+314.8%
-269.6%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.2% | +5.3% | +0.2% |
| 7D | -14.3% | -2.1% | -12.1% | -14.1% |
| 30D | +1.4% | +9.0% | -7.6% | -0.2% |
| 3M | +3.4% | +5.2% | -1.8% | +2.2% |
| 6M | -2.1% | -3.2% | +1.1% | -2.7% |
| YTD | +4.7% | -48.5% | +53.2% | +15.3% |
| 1Y | +10.6% | -54.7% | +65.3% | +24.5% |
| 3Y | +24.6% | -7.8% | +32.4% | +22.8% |
| 5Y | +71.9% | -52.4% | +124.3% | +83.1% |
| All | +45.2% | +314.8% | -269.6% | +11.0% |
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