+2,134.7%
AZO vs PODD
+711.3%
+1,423.4%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -1.1% |
| 7D | -0.8% | -6.9% | +6.1% | -0.1% |
| 30D | -5.1% | -3.5% | -1.7% | -4.8% |
| 3M | -7.2% | -13.6% | +6.4% | -6.1% |
| 6M | -20.7% | -42.6% | +21.9% | -16.5% |
| YTD | -14.2% | -51.5% | +37.3% | -8.1% |
| 1Y | -32.2% | -60.9% | +28.7% | -25.9% |
| 3Y | +11.1% | -19.8% | +30.9% | +10.3% |
| 5Y | +87.6% | -54.4% | +141.9% | +94.3% |
| 10Y | +302.9% | +236.1% | +66.9% | +228.2% |
| All | +2,134.7% | +711.3% | +1,423.4% | +1,293.5% |
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