+288.6%
AZO vs PODD
+223.0%
+65.6%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.9% | +0.1% |
| 7D | -3.6% | -10.5% | +7.0% | -2.4% |
| 30D | -5.6% | -9.0% | +3.5% | -4.6% |
| 3M | -6.6% | -11.5% | +4.9% | -5.7% |
| 6M | -22.5% | -44.7% | +22.2% | -17.9% |
| YTD | -15.2% | -53.6% | +38.4% | -8.6% |
| 1Y | -33.9% | -61.0% | +27.0% | -27.6% |
| 3Y | +11.8% | -24.7% | +36.5% | +11.1% |
| 5Y | +85.5% | -55.5% | +141.0% | +92.3% |
| All | +288.6% | +223.0% | +65.6% | +240.3% |
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