+440.3%
AXP vs PODD
+324.2%
+116.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.2% | +0.6% |
| 7D | -1.1% | -2.5% | +1.4% | -0.7% |
| 30D | +5.2% | +10.7% | -5.5% | +3.2% |
| 3M | -4.6% | +6.1% | -10.7% | -5.8% |
| 6M | +3.2% | -2.8% | +6.0% | +2.5% |
| YTD | -11.3% | -47.3% | +35.9% | -1.4% |
| 1Y | -11.0% | -53.2% | +42.1% | +1.1% |
| 3Y | +120.2% | -2.0% | +122.2% | +112.6% |
| 5Y | +91.7% | -52.9% | +144.7% | +106.6% |
| 10Y | +440.3% | +321.1% | +119.3% | +325.1% |
| All | +440.3% | +324.2% | +116.2% | +325.1% |
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