+2,048.9%
ASX vs PODD
+761.8%
+1,287.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -6.2% | +12.6% | +7.5% |
| 7D | -19.9% | -2.1% | -17.8% | -19.6% |
| 30D | -30.9% | +9.0% | -39.9% | -31.9% |
| 3M | -15.1% | +5.2% | -20.3% | -16.2% |
| 6M | -6.5% | -3.2% | -3.3% | -7.8% |
| YTD | +98.4% | -48.5% | +146.9% | +117.7% |
| 1Y | +107.9% | -54.7% | +162.6% | +133.0% |
| 3Y | +325.3% | -7.8% | +333.1% | +311.3% |
| 5Y | +447.3% | -52.4% | +499.7% | +480.3% |
| 10Y | +763.2% | +315.9% | +447.3% | +516.7% |
| All | +2,048.9% | +761.8% | +1,287.1% | +1,069.6% |
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