-24.5%
PODD vs AS
+120.4%
-144.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.6% | -5.6% | -2.5% |
| 7D | +1.6% | -4.9% | +6.5% | +2.3% |
| 30D | +10.7% | -19.6% | +30.3% | +13.9% |
| 3M | +0.7% | -14.4% | +15.1% | +2.6% |
| 6M | -39.3% | -20.1% | -19.2% | -37.7% |
| YTD | -48.1% | -20.9% | -27.2% | -46.8% |
| 1Y | -57.4% | -21.9% | -35.6% | -56.4% |
| All | -24.5% | +120.4% | -144.9% | -29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling