+155.1%
AWK vs PODD
+315.5%
-160.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -2.6% | -4.4% | +1.8% | -2.1% |
| 30D | +14.2% | +8.1% | +6.1% | +13.1% |
| 3M | +10.0% | +2.9% | +7.1% | +9.5% |
| 6M | +17.1% | -5.7% | +22.8% | +17.1% |
| YTD | +16.1% | -47.5% | +63.6% | +23.3% |
| 1Y | +17.5% | -55.7% | +73.2% | +27.1% |
| 3Y | +29.3% | -3.7% | +33.1% | +24.6% |
| 5Y | -3.5% | -52.6% | +49.1% | -0.9% |
| All | +155.1% | +315.5% | -160.4% | +120.5% |
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