+969.7%
AWK vs PODD
+750.0%
+219.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | 0.0% |
| 7D | +1.7% | +1.6% | +0.1% | +1.6% |
| 30D | +5.6% | +10.7% | -5.1% | +4.6% |
| 3M | +15.9% | +0.7% | +15.1% | +15.4% |
| 6M | +4.6% | -39.3% | +43.9% | +8.4% |
| YTD | +10.1% | -48.1% | +58.2% | +15.5% |
| 1Y | +2.1% | -57.4% | +59.5% | +8.8% |
| 3Y | +9.8% | -23.3% | +33.1% | +9.5% |
| 5Y | -15.4% | -51.3% | +35.9% | -13.4% |
| 10Y | +129.4% | +242.0% | -112.6% | +99.3% |
| All | +969.7% | +750.0% | +219.6% | +703.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling