-57.1%
PODD vs AMRZ
-20.1%
-37.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | -10.5% | -7.5% | -3.0% | -10.4% |
| 30D | -9.0% | -12.4% | +3.4% | -8.9% |
| 3M | -11.5% | -22.4% | +10.8% | -11.4% |
| 6M | -44.7% | -29.5% | -15.2% | -44.7% |
| YTD | -53.6% | -24.1% | -29.4% | -53.4% |
| 1Y | -61.0% | -26.3% | -34.7% | -61.2% |
| All | -57.1% | -20.1% | -37.0% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 10y: compounded portfolio wealth divided by compounded AMRZ 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…
10y analysis · Full analysis span regression · 6 months rolling