+2,448.4%
ASX vs PODD
+767.5%
+1,680.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.6% |
| 7D | -0.7% | +1.6% | -2.3% | -1.0% |
| 30D | +2.0% | +10.7% | -8.7% | 0.0% |
| 3M | -1.3% | +0.7% | -2.1% | -2.8% |
| 6M | +71.4% | -39.3% | +110.7% | +83.3% |
| YTD | +135.3% | -48.1% | +183.4% | +158.4% |
| 1Y | +267.5% | -57.4% | +324.9% | +317.0% |
| 3Y | +388.5% | -23.3% | +411.7% | +386.7% |
| 5Y | +417.1% | -51.3% | +468.4% | +447.0% |
| 10Y | +872.7% | +242.0% | +630.7% | +615.9% |
| All | +2,448.4% | +767.5% | +1,680.9% | +1,288.3% |
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