-53.2%
PODD vs AS
+8.1%
-61.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.1% | -0.9% | +1.7% |
| 7D | -2.5% | +5.8% | -8.3% | -3.4% |
| 30D | +10.7% | +15.4% | -4.6% | +8.2% |
| 3M | +6.1% | -11.9% | +18.0% | +7.7% |
| 6M | -2.8% | -9.9% | +7.1% | -2.2% |
| YTD | -47.3% | -13.1% | -34.2% | -46.6% |
| All | -53.2% | +8.1% | -61.3% | -56.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling