+685.3%
AU vs PODD
-55.6%
+740.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -1.9% | -3.9% |
| 7D | -7.0% | -10.6% | +3.6% | -5.3% |
| 30D | +7.3% | -6.9% | +14.2% | +8.4% |
| 3M | +33.2% | -10.6% | +43.9% | +33.8% |
| 6M | -0.6% | -43.5% | +42.8% | +9.1% |
| YTD | +26.2% | -52.6% | +78.8% | +43.4% |
| 1Y | +68.3% | -60.1% | +128.4% | +97.7% |
| 3Y | +592.1% | -21.7% | +613.8% | +584.4% |
| 5Y | +685.3% | -54.6% | +739.8% | +730.6% |
| All | +685.3% | -55.6% | +740.8% | +730.6% |
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 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