+887.2%
ASX vs PODD
+308.1%
+579.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.2% | +4.4% | +3.5% |
| 7D | -9.1% | -4.4% | -4.8% | -8.3% |
| 30D | -23.6% | +9.4% | -33.0% | -24.8% |
| 3M | -5.6% | +3.6% | -9.3% | -6.6% |
| 6M | +4.7% | -4.0% | +8.7% | +3.4% |
| YTD | +122.6% | -47.9% | +170.5% | +148.9% |
| 1Y | +133.0% | -53.8% | +186.8% | +167.0% |
| 3Y | +367.1% | -4.5% | +371.7% | +342.8% |
| 5Y | +504.7% | -51.9% | +556.6% | +544.3% |
| 10Y | +887.2% | +308.9% | +578.3% | +705.2% |
| All | +887.2% | +308.1% | +579.1% | +705.2% |
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