-10.9%
AXP vs PODD
-53.3%
+42.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.2% | +0.8% |
| 7D | -1.1% | -2.5% | +1.4% | -0.8% |
| 30D | +5.2% | +10.7% | -5.5% | +4.1% |
| 3M | -4.6% | +6.1% | -10.7% | -5.2% |
| 6M | +3.2% | -2.8% | +6.0% | +2.6% |
| YTD | -11.3% | -47.3% | +35.9% | +0.2% |
| All | -10.9% | -53.3% | +42.4% | +3.0% |
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