+2.9%
AWK vs PODD
-60.5%
+63.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.0% | +0.1% |
| 7D | +0.6% | -6.9% | +7.5% | +0.9% |
| 30D | +4.3% | -3.5% | +7.7% | +4.4% |
| 3M | +12.5% | -13.6% | +26.1% | +12.7% |
| 6M | +3.3% | -42.6% | +45.9% | +2.5% |
| YTD | +9.8% | -51.5% | +61.2% | +8.7% |
| 1Y | +2.9% | -60.9% | +63.8% | +1.7% |
| All | +2.9% | -60.5% | +63.4% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling