+82.9%
ASML vs PODD
-52.5%
+135.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | +10.4% | -4.4% | +14.7% | +11.5% |
| 30D | -12.7% | +8.1% | -20.8% | -14.7% |
| 3M | -17.2% | +2.9% | -20.1% | -18.4% |
| 6M | -1.3% | -5.7% | +4.4% | -2.5% |
| YTD | +40.8% | -47.5% | +88.3% | +67.9% |
| 1Y | +45.2% | -55.7% | +100.9% | +83.2% |
| 3Y | +131.8% | -3.7% | +135.6% | +111.5% |
| All | +82.9% | -52.5% | +135.4% | +122.7% |
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