+1,644.6%
ASML vs PODD
+240.0%
+1,404.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.1% | +6.2% | +4.7% |
| 7D | +1.1% | +1.6% | -0.5% | +0.6% |
| 30D | +2.2% | +10.7% | -8.5% | -0.9% |
| 3M | -2.3% | +0.7% | -3.0% | -4.7% |
| 6M | +23.0% | -39.3% | +62.3% | +38.4% |
| YTD | +61.1% | -48.1% | +109.2% | +90.0% |
| 1Y | +129.1% | -57.4% | +186.5% | +186.2% |
| 3Y | +165.4% | -23.3% | +188.6% | +164.9% |
| 5Y | +109.5% | -51.3% | +160.7% | +133.8% |
| All | +1,644.6% | +240.0% | +1,404.6% | +1,177.9% |
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