+132.1%
AWK vs PODD
+229.6%
-97.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.1% |
| 7D | -0.7% | -10.6% | +9.8% | +0.4% |
| 30D | +2.8% | -6.9% | +9.7% | +3.5% |
| 3M | +11.3% | -10.6% | +22.0% | +12.2% |
| 6M | +6.7% | -43.5% | +50.2% | +12.5% |
| YTD | +9.4% | -52.6% | +62.0% | +17.4% |
| 1Y | +3.7% | -60.1% | +63.8% | +13.2% |
| 3Y | +9.2% | -21.7% | +30.9% | +7.7% |
| 5Y | -15.7% | -54.6% | +38.9% | -13.1% |
| All | +132.1% | +229.6% | -97.5% | +117.1% |
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