+392.6%
ASX vs PODD
-22.7%
+415.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.3% |
| 7D | -0.7% | +1.6% | -2.3% | -0.8% |
| 30D | +2.0% | +10.7% | -8.7% | +1.1% |
| 3M | -1.3% | +0.7% | -2.1% | -2.2% |
| 6M | +71.4% | -39.3% | +110.7% | +84.5% |
| YTD | +135.3% | -48.1% | +183.4% | +161.1% |
| 1Y | +267.5% | -57.4% | +324.9% | +324.4% |
| All | +392.6% | -22.7% | +415.4% | +381.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling