-42.3%
PODD vs ADVB
-97.4%
+55.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.5% | -1.3% | +2.2% |
| 7D | -2.5% | -1.2% | -1.3% | -2.5% |
| 30D | +10.7% | -61.4% | +72.1% | +11.6% |
| 3M | +6.1% | -67.8% | +73.9% | +7.1% |
| 6M | -2.8% | -66.9% | +64.1% | -3.5% |
| YTD | -47.3% | -64.9% | +17.6% | -48.0% |
| 1Y | -53.2% | -74.8% | +21.6% | -53.2% |
| All | -42.3% | -97.4% | +55.1% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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