+1,534.9%
ASML vs PODD
+308.1%
+1,226.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | 0.0% |
| 7D | -2.9% | -4.4% | +1.5% | -1.8% |
| 30D | -15.2% | +9.4% | -24.6% | -17.6% |
| 3M | -12.9% | +3.6% | -16.5% | -14.5% |
| 6M | -5.0% | -4.0% | -1.1% | -6.9% |
| YTD | +41.8% | -47.9% | +89.7% | +66.8% |
| 1Y | +46.0% | -53.8% | +99.8% | +77.8% |
| 3Y | +133.5% | -4.5% | +138.0% | +117.5% |
| 5Y | +93.0% | -51.9% | +144.9% | +115.7% |
| 10Y | +1,534.9% | +308.9% | +1,226.0% | +997.4% |
| All | +1,534.9% | +308.1% | +1,226.8% | +997.4% |
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