-54.4%
PODD vs AEIS
+238.7%
-293.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.8% |
| 7D | -6.9% | +6.5% | -13.4% | -8.4% |
| 30D | -3.5% | -9.2% | +5.7% | -1.9% |
| 3M | -13.6% | -8.3% | -5.2% | -15.0% |
| 6M | -42.6% | -6.3% | -36.3% | -45.3% |
| YTD | -51.5% | +36.5% | -88.0% | -60.4% |
| 1Y | -60.9% | +84.8% | -145.7% | -72.3% |
| 3Y | -19.8% | +176.6% | -196.4% | -55.7% |
| 5Y | -54.4% | +237.1% | -291.5% | -78.8% |
| All | -54.4% | +238.7% | -293.1% | -78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling