+75.5%
ASML vs PODD
-52.5%
+128.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -6.2% | +11.2% | +6.6% |
| 7D | -9.0% | -2.1% | -6.9% | -8.7% |
| 30D | -21.0% | +9.0% | -30.0% | -23.0% |
| 3M | -16.3% | +5.2% | -21.5% | -18.1% |
| 6M | -7.5% | -3.2% | -4.4% | -9.9% |
| YTD | +34.0% | -48.5% | +82.4% | +60.6% |
| 1Y | +39.3% | -54.7% | +94.0% | +74.0% |
| 3Y | +128.9% | -7.8% | +136.7% | +111.5% |
| All | +75.5% | -52.5% | +128.0% | +118.1% |
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