+26.6%
BA vs PODD
+308.1%
-281.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.7% | +0.8% |
| 7D | 0.0% | -4.4% | +4.4% | +1.0% |
| 30D | -8.9% | +9.4% | -18.4% | -11.0% |
| 3M | -25.5% | +3.6% | -29.2% | -26.4% |
| 6M | -27.0% | -4.0% | -23.0% | -27.6% |
| YTD | -20.1% | -47.9% | +27.8% | -8.8% |
| 1Y | -11.0% | -53.8% | +42.8% | +4.4% |
| 3Y | -11.8% | -4.5% | -7.3% | -16.1% |
| 5Y | -20.6% | -51.9% | +31.2% | -13.8% |
| 10Y | +26.6% | +308.9% | -282.3% | -3.8% |
| All | +26.6% | +308.1% | -281.5% | -3.8% |
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