+28.1%
BA vs PODD
+324.2%
-296.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.8% | -1.1% |
| 7D | -1.7% | -2.5% | +0.8% | -1.3% |
| 30D | -9.5% | +10.7% | -20.2% | -11.7% |
| 3M | -26.5% | +6.1% | -32.6% | -27.7% |
| 6M | -27.4% | -2.8% | -24.6% | -28.2% |
| YTD | -20.6% | -47.3% | +26.7% | -9.5% |
| 1Y | -11.4% | -53.2% | +41.7% | +3.6% |
| 3Y | -10.8% | -2.0% | -8.8% | -15.7% |
| 5Y | -21.9% | -52.9% | +31.0% | -14.7% |
| 10Y | +28.1% | +321.1% | -292.9% | -3.2% |
| All | +28.1% | +324.2% | -296.0% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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