+2,469.4%
ASX vs PODD
+782.5%
+1,686.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.3% | +5.3% | +6.4% |
| 7D | +0.8% | -9.1% | +9.9% | +2.6% |
| 30D | -20.4% | +7.3% | -27.7% | -21.4% |
| 3M | -2.1% | +3.7% | -5.8% | -3.1% |
| 6M | +8.2% | -2.7% | +10.9% | +6.7% |
| YTD | +137.3% | -47.2% | +184.5% | +159.4% |
| 1Y | +155.0% | -54.0% | +209.0% | +185.3% |
| 3Y | +397.9% | -3.3% | +401.2% | +377.7% |
| 5Y | +529.2% | -52.3% | +581.6% | +567.1% |
| 10Y | +1,007.5% | +322.4% | +685.1% | +689.4% |
| All | +2,469.4% | +782.5% | +1,686.9% | +1,293.3% |
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