+7,001.4%
ASML vs PODD
+767.5%
+6,233.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.1% | +6.2% | +4.6% |
| 7D | +1.1% | +1.6% | -0.5% | +0.7% |
| 30D | +2.2% | +10.7% | -8.5% | -0.4% |
| 3M | -2.3% | +0.7% | -3.0% | -4.2% |
| 6M | +23.0% | -39.3% | +62.3% | +34.8% |
| YTD | +61.1% | -48.1% | +109.2% | +83.1% |
| 1Y | +129.1% | -57.4% | +186.5% | +172.1% |
| 3Y | +165.4% | -23.3% | +188.6% | +166.3% |
| 5Y | +109.5% | -51.3% | +160.7% | +129.6% |
| 10Y | +1,645.7% | +242.0% | +1,403.7% | +1,111.7% |
| All | +7,001.4% | +767.5% | +6,233.8% | +3,149.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling