+215.2%
PODD vs AEE
+191.1%
+24.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -10.5% | -0.8% | -9.7% | -10.3% |
| 30D | -9.0% | -2.9% | -6.1% | -8.2% |
| 3M | -11.5% | -2.4% | -9.1% | -10.9% |
| 6M | -44.7% | -2.7% | -42.0% | -44.3% |
| YTD | -53.6% | +7.3% | -60.8% | -54.6% |
| 1Y | -61.0% | +7.5% | -68.5% | -61.9% |
| 3Y | -24.7% | +46.2% | -70.9% | -33.5% |
| 5Y | -55.5% | +39.7% | -95.2% | -60.1% |
| All | +215.2% | +191.1% | +24.1% | +121.8% |
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