+89.6%
AXP vs PODD
-53.5%
+143.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | 0.0% |
| 7D | -0.6% | -4.4% | +3.8% | +0.1% |
| 30D | +5.0% | +9.4% | -4.5% | +3.2% |
| 3M | -4.2% | +3.6% | -7.9% | -5.1% |
| 6M | +2.9% | -4.0% | +6.9% | +2.5% |
| YTD | -11.6% | -47.9% | +36.3% | -0.9% |
| 1Y | -11.1% | -53.8% | +42.7% | +1.8% |
| 3Y | +116.7% | -4.5% | +121.3% | +110.5% |
| 5Y | +89.6% | -51.9% | +141.5% | +112.8% |
| All | +89.6% | -53.5% | +143.1% | +112.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling