+89.6%
AXP vs PODD
-52.5%
+142.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.2% | +4.9% | -0.1% |
| 7D | +0.6% | -2.1% | +2.7% | +0.9% |
| 30D | +5.8% | +9.0% | -3.2% | +4.1% |
| 3M | -6.0% | +5.2% | -11.2% | -7.1% |
| 6M | +0.3% | -3.2% | +3.5% | -0.4% |
| YTD | -12.3% | -48.5% | +36.2% | -1.5% |
| 1Y | -11.2% | -54.7% | +43.5% | +2.0% |
| 3Y | +117.0% | -7.8% | +124.8% | +112.3% |
| All | +89.6% | -52.5% | +142.1% | +112.4% |
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