+824.1%
PODD vs AEIS
+1,068.7%
-244.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.4% | -4.5% | -2.8% |
| 7D | +1.6% | +3.0% | -1.3% | +0.6% |
| 30D | +10.7% | -14.6% | +25.3% | +15.4% |
| 3M | +0.7% | -12.4% | +13.2% | +0.3% |
| 6M | -39.3% | -15.0% | -24.3% | -40.1% |
| YTD | -48.1% | +34.3% | -82.4% | -56.9% |
| 1Y | -57.4% | +87.4% | -144.8% | -69.1% |
| 3Y | -23.3% | +139.8% | -163.0% | -51.2% |
| 5Y | -51.3% | +220.7% | -272.0% | -72.6% |
| 10Y | +242.0% | +531.6% | -289.6% | +25.9% |
| All | +824.1% | +1,068.7% | -244.6% | +38.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling