+23.4%
BA vs PODD
+315.5%
-292.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | -0.6% | -4.4% | +3.8% | +0.4% |
| 30D | -8.0% | +8.1% | -16.1% | -9.8% |
| 3M | -25.8% | +2.9% | -28.7% | -26.5% |
| 6M | -27.6% | -5.7% | -21.9% | -27.9% |
| YTD | -21.0% | -47.5% | +26.5% | -9.9% |
| 1Y | -12.3% | -55.7% | +43.4% | +4.2% |
| 3Y | -12.8% | -3.7% | -9.0% | -17.2% |
| 5Y | -22.4% | -52.6% | +30.2% | -15.3% |
| All | +23.4% | +315.5% | -292.1% | -6.7% |
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