+26.4%
AZN vs PODD
-23.0%
+49.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.1% | +1.8% |
| 7D | -3.1% | -10.6% | +7.4% | -2.5% |
| 30D | +0.6% | -6.9% | +7.5% | +0.9% |
| 3M | -10.8% | -10.6% | -0.2% | -10.7% |
| 6M | -18.1% | -43.5% | +25.3% | -15.6% |
| YTD | -12.3% | -52.6% | +40.3% | -8.5% |
| 1Y | -0.2% | -60.1% | +59.9% | +5.2% |
| All | +26.4% | -23.0% | +49.3% | +25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling