+486.8%
ASX vs PODD
-51.4%
+538.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.2% | -2.4% |
| 7D | +12.4% | +4.1% | +8.3% | +11.7% |
| 30D | -19.8% | +13.9% | -33.7% | -21.5% |
| 3M | -10.3% | +4.1% | -14.4% | -11.1% |
| 6M | +1.2% | +2.4% | -1.2% | -1.1% |
| YTD | +123.0% | -46.4% | +169.4% | +152.1% |
| 1Y | +145.4% | -54.2% | +199.6% | +188.2% |
| 3Y | +368.6% | -6.9% | +375.5% | +340.6% |
| All | +486.8% | -51.4% | +538.2% | +517.9% |
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