-54.4%
PODD vs AEE
+39.2%
-93.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.6% | -2.9% |
| 7D | -6.9% | +1.1% | -8.0% | -7.3% |
| 30D | -3.5% | 0.0% | -3.5% | -3.5% |
| 3M | -13.6% | -0.9% | -12.7% | -13.3% |
| 6M | -42.6% | -2.4% | -40.2% | -42.1% |
| YTD | -51.5% | +8.6% | -60.1% | -53.3% |
| 1Y | -60.9% | +10.2% | -71.1% | -62.6% |
| 3Y | -19.8% | +47.8% | -67.6% | -33.4% |
| 5Y | -54.4% | +40.1% | -94.5% | -60.6% |
| All | -54.4% | +39.2% | -93.5% | -60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling