-22.0%
PODD vs AS
+123.4%
-145.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +3.0% | +2.3% |
| 7D | +4.1% | -4.9% | +8.9% | +4.8% |
| 30D | +13.9% | +3.9% | +10.0% | +13.3% |
| 3M | +4.1% | -9.6% | +13.7% | +5.5% |
| 6M | +2.4% | -8.7% | +11.1% | +3.4% |
| YTD | -46.4% | -19.8% | -26.5% | -45.1% |
| 1Y | -54.2% | -1.5% | -52.6% | -54.4% |
| All | -22.0% | +123.4% | -145.4% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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