+519.2%
AZN vs PODD
+736.9%
-217.7%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.9% | -1.2% |
| 7D | -1.5% | -4.1% | +2.6% | -1.0% |
| 30D | -0.9% | +0.8% | -1.6% | -1.0% |
| 3M | -11.8% | -6.1% | -5.8% | -11.7% |
| 6M | -17.6% | -40.0% | +22.4% | -13.1% |
| YTD | -12.0% | -49.9% | +37.9% | -5.1% |
| 1Y | -0.9% | -59.3% | +58.4% | +9.5% |
| 3Y | +23.7% | -17.2% | +40.9% | +22.3% |
| 5Y | +54.5% | -53.0% | +107.5% | +60.8% |
| 10Y | +218.2% | +226.1% | -7.9% | +146.6% |
| All | +519.2% | +736.9% | -217.7% | +260.5% |
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