+144.3%
AR vs PODD
-53.4%
+197.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | -0.1% |
| 7D | -1.8% | -4.1% | +2.3% | -1.0% |
| 30D | +12.6% | +0.8% | +11.8% | +12.3% |
| 3M | +10.0% | -6.1% | +16.1% | +10.4% |
| 6M | +0.6% | -40.0% | +40.6% | +10.7% |
| YTD | +13.4% | -49.9% | +63.4% | +29.9% |
| 1Y | +21.7% | -59.3% | +81.0% | +46.2% |
| 3Y | +45.8% | -17.2% | +63.1% | +45.3% |
| 5Y | +144.3% | -53.0% | +197.2% | +182.6% |
| All | +144.3% | -53.4% | +197.7% | +182.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling