-55.2%
PODD vs AMRZ
-19.2%
-35.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.7% | -3.0% |
| 7D | -6.9% | -4.7% | -2.2% | -6.8% |
| 30D | -3.5% | -11.3% | +7.8% | -3.3% |
| 3M | -13.6% | -22.1% | +8.5% | -13.4% |
| 6M | -42.6% | -29.6% | -13.0% | -42.5% |
| YTD | -51.5% | -23.3% | -28.2% | -51.3% |
| 1Y | -60.9% | -23.7% | -37.2% | -61.1% |
| All | -55.2% | -19.2% | -35.9% | -54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling