-51.5%
PODD vs AMRZ
-19.3%
-32.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.3% |
| 7D | -4.4% | -4.0% | -0.4% | -4.1% |
| 30D | +8.1% | +12.4% | -4.3% | +7.9% |
| 3M | +2.9% | -11.5% | +14.4% | +3.1% |
| 6M | -5.7% | -21.6% | +15.9% | -5.6% |
| YTD | -47.5% | -23.4% | -24.1% | -47.2% |
| 1Y | -55.7% | -17.2% | -38.5% | -55.3% |
| All | -51.5% | -19.3% | -32.2% | -50.6% |
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