+791.5%
PODD vs AEE
+323.4%
+468.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.5% | -4.0% |
| 7D | -4.1% | +1.3% | -5.4% | -4.8% |
| 30D | +0.8% | -1.2% | +2.0% | +1.3% |
| 3M | -6.1% | +1.0% | -7.1% | -6.7% |
| 6M | -40.0% | -2.3% | -37.7% | -39.4% |
| YTD | -49.9% | +9.1% | -59.1% | -52.4% |
| 1Y | -59.3% | +10.6% | -69.9% | -61.6% |
| 3Y | -17.2% | +48.5% | -65.7% | -34.3% |
| 5Y | -53.0% | +39.9% | -92.9% | -61.7% |
| 10Y | +226.1% | +185.7% | +40.4% | +54.1% |
| All | +791.5% | +323.4% | +468.0% | +169.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AEE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling