-52.3%
PODD vs ACI
-41.8%
-10.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.6% |
| 7D | -9.1% | -5.3% | -3.8% | -8.1% |
| 30D | +7.3% | +5.0% | +2.3% | +6.4% |
| 3M | +3.7% | +7.5% | -3.8% | +2.3% |
| 6M | -2.7% | -16.0% | +13.3% | -0.7% |
| YTD | -47.2% | -20.6% | -26.6% | -45.9% |
| 1Y | -54.0% | -23.5% | -30.5% | -52.5% |
| 3Y | -3.3% | -32.1% | +28.9% | +1.4% |
| 5Y | -52.3% | -42.5% | -9.8% | -50.8% |
| All | -52.3% | -41.8% | -10.5% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 5y: compounded portfolio wealth divided by compounded ACI 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…
5y analysis · Full analysis span regression · 6 months rolling