+67.7%
ASML vs PODD
-46.6%
+114.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.4% | -3.9% | -7.9% |
| 7D | -19.0% | +2.4% | -21.4% | -19.5% |
| 30D | -25.9% | +15.9% | -41.8% | -28.9% |
| 3M | -19.1% | +17.2% | -36.2% | -22.9% |
| 6M | -5.7% | -6.8% | +1.1% | -6.7% |
| YTD | +27.6% | -45.1% | +72.7% | +50.6% |
| 1Y | +30.8% | -50.3% | +81.1% | +59.2% |
| 3Y | +116.2% | -4.0% | +120.2% | +98.6% |
| 5Y | +67.7% | -49.3% | +117.0% | +96.4% |
| All | +67.7% | -46.6% | +114.3% | +96.4% |
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 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