+26.8%
BA vs PODD
+314.4%
-287.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.4% |
| 7D | -1.4% | -9.1% | +7.7% | +0.7% |
| 30D | -7.9% | +7.3% | -15.2% | -9.5% |
| 3M | -25.2% | +3.7% | -28.9% | -26.0% |
| 6M | -26.7% | -2.7% | -24.0% | -27.6% |
| YTD | -19.6% | -47.2% | +27.6% | -8.4% |
| 1Y | -10.6% | -54.0% | +43.4% | +5.1% |
| 3Y | -11.2% | -3.3% | -8.0% | -15.8% |
| 5Y | -20.4% | -52.3% | +31.9% | -13.3% |
| 10Y | +26.8% | +322.4% | -295.6% | -4.0% |
| All | +26.8% | +314.4% | -287.7% | -4.0% |
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