-60.1%
PODD vs AEIS
+76.3%
-136.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | -2.5% |
| 7D | -10.6% | -0.2% | -10.4% | -10.6% |
| 30D | -6.9% | -16.4% | +9.5% | -7.7% |
| 3M | -10.6% | -11.1% | +0.5% | -11.8% |
| 6M | -43.5% | -12.0% | -31.4% | -44.3% |
| YTD | -52.6% | +30.9% | -83.5% | -55.0% |
| 1Y | -60.1% | +74.3% | -134.4% | -64.5% |
| All | -60.1% | +76.3% | -136.4% | -64.5% |
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