+216.5%
AZN vs PODD
+223.0%
-6.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.4% | +0.6% |
| 7D | -1.6% | -10.5% | +9.0% | -0.3% |
| 30D | +1.1% | -9.0% | +10.1% | +2.1% |
| 3M | -12.1% | -11.5% | -0.6% | -11.5% |
| 6M | -17.1% | -44.7% | +27.6% | -11.9% |
| YTD | -12.0% | -53.6% | +41.6% | -4.5% |
| 1Y | -0.2% | -61.0% | +60.7% | +10.4% |
| 3Y | +26.8% | -24.7% | +51.5% | +26.7% |
| 5Y | +56.9% | -55.5% | +112.4% | +64.8% |
| All | +216.5% | +223.0% | -6.4% | +157.4% |
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 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