-20.1%
PODD vs AS
+133.7%
-153.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.3% | -3.1% | -5.1% |
| 7D | +2.4% | +7.1% | -4.7% | +1.4% |
| 30D | +15.9% | +12.8% | +3.1% | +13.9% |
| 3M | +17.2% | -14.7% | +31.9% | +19.6% |
| 6M | -6.8% | -9.9% | +3.1% | -5.9% |
| YTD | -45.1% | -16.1% | -28.9% | -44.1% |
| 1Y | -50.3% | +0.2% | -50.5% | -50.8% |
| All | -20.1% | +133.7% | -153.8% | -26.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling