+593.9%
AXP vs PODD
+767.5%
-173.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.6% |
| 7D | -2.1% | +1.6% | -3.7% | -2.5% |
| 30D | -6.5% | +10.7% | -17.2% | -9.0% |
| 3M | +4.6% | +0.7% | +3.9% | +3.1% |
| 6M | +5.4% | -39.3% | +44.7% | +17.1% |
| YTD | -11.1% | -48.1% | +37.0% | +2.6% |
| 1Y | -0.3% | -57.4% | +57.1% | +20.5% |
| 3Y | +111.6% | -23.3% | +134.8% | +111.8% |
| 5Y | +117.6% | -51.3% | +168.8% | +135.0% |
| 10Y | +474.1% | +242.0% | +232.1% | +227.6% |
| All | +593.9% | +767.5% | -173.7% | +92.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling