-48.5%
PODD vs AEIS
+6.2%
-54.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -11.1% | +17.7% | +5.5% |
| 7D | +10.8% | -12.7% | +23.5% | +9.5% |
| 30D | +21.7% | -28.8% | +50.5% | +18.6% |
| 3M | -1.1% | -38.0% | +36.9% | -4.1% |
| 6M | -3.7% | -45.3% | +41.6% | -4.7% |
| YTD | -41.9% | +1.1% | -43.1% | -45.6% |
| 1Y | -48.5% | +8.6% | -57.1% | -52.5% |
| All | -48.5% | +6.2% | -54.7% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling