+339.6%
PODD vs AEE
+222.5%
+117.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +1.8% |
| 7D | +4.1% | +1.7% | +2.4% | +3.6% |
| 30D | +13.9% | +9.7% | +4.1% | +10.8% |
| 3M | +4.1% | +5.9% | -1.8% | +2.3% |
| 6M | +2.4% | +6.7% | -4.3% | +0.4% |
| YTD | -46.4% | +17.4% | -63.7% | -48.9% |
| 1Y | -54.2% | +12.7% | -66.8% | -55.8% |
| 3Y | -6.9% | +68.2% | -75.1% | -20.7% |
| 5Y | -51.6% | +57.3% | -108.9% | -57.8% |
| All | +339.6% | +222.5% | +117.1% | +235.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling