+672.3%
AU vs PODD
+223.0%
+449.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.7% |
| 7D | -4.3% | -10.5% | +6.3% | -3.2% |
| 30D | +7.3% | -9.0% | +16.3% | +8.3% |
| 3M | +26.3% | -11.5% | +37.9% | +26.9% |
| 6M | +1.8% | -44.7% | +46.5% | +7.7% |
| YTD | +26.8% | -53.6% | +80.4% | +36.8% |
| 1Y | +66.7% | -61.0% | +127.6% | +83.3% |
| 3Y | +579.1% | -24.7% | +603.8% | +584.8% |
| 5Y | +689.3% | -55.5% | +744.8% | +724.4% |
| All | +672.3% | +223.0% | +449.3% | +826.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling