+11.8%
AZO vs PODD
-24.5%
+36.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.9% | 0.0% |
| 7D | -3.6% | -10.5% | +7.0% | -2.9% |
| 30D | -5.6% | -9.0% | +3.5% | -5.0% |
| 3M | -6.6% | -11.5% | +4.9% | -6.2% |
| 6M | -22.5% | -44.7% | +22.2% | -21.3% |
| YTD | -15.2% | -53.6% | +38.4% | -13.6% |
| 1Y | -33.9% | -61.0% | +27.0% | -32.6% |
| 3Y | +11.8% | -24.7% | +36.5% | +9.9% |
| All | +11.8% | -24.5% | +36.3% | +9.9% |
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