+403.0%
AXP vs PODD
+315.5%
+87.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -2.1% | -4.4% | +2.2% | -1.3% |
| 30D | +2.7% | +8.1% | -5.4% | +1.1% |
| 3M | -7.3% | +2.9% | -10.2% | -8.0% |
| 6M | +1.8% | -5.7% | +7.5% | +1.7% |
| YTD | -13.1% | -47.5% | +34.4% | -3.2% |
| 1Y | -13.7% | -55.7% | +42.0% | -0.9% |
| 3Y | +113.1% | -3.7% | +116.9% | +106.5% |
| 5Y | +85.9% | -52.6% | +138.5% | +100.1% |
| All | +403.0% | +315.5% | +87.5% | +290.5% |
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