+47.8%
AR vs PODD
-22.0%
+69.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.4% |
| 7D | +2.5% | +1.6% | +0.9% | +2.2% |
| 30D | +14.8% | +10.7% | +4.1% | +12.9% |
| 3M | +6.2% | +0.7% | +5.5% | +5.3% |
| 6M | +4.3% | -39.3% | +43.6% | +12.7% |
| YTD | +14.4% | -48.1% | +62.5% | +27.5% |
| 1Y | +21.3% | -57.4% | +78.8% | +41.1% |
| All | +47.8% | -22.0% | +69.7% | +51.6% |
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 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