+855.4%
PODD vs AEIS
+814.0%
+41.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.0% | +6.1% | +3.4% |
| 7D | +4.1% | +11.5% | -7.4% | +0.4% |
| 30D | +13.9% | -15.8% | +29.6% | +17.7% |
| 3M | +4.1% | -33.3% | +37.4% | +14.1% |
| 6M | +2.4% | -35.2% | +37.6% | +8.5% |
| YTD | -46.4% | +5.0% | -51.4% | -53.3% |
| 1Y | -54.2% | +8.5% | -62.6% | -60.6% |
| 3Y | -6.9% | +152.9% | -159.7% | -44.1% |
| 5Y | -51.6% | +144.6% | -196.2% | -71.1% |
| 10Y | +329.3% | +337.1% | -7.8% | +74.3% |
| All | +855.4% | +814.0% | +41.4% | +50.0% |
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