+31.8%
BA vs PODD
+308.0%
-276.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.2% | +6.7% | +1.9% |
| 7D | +1.1% | -2.1% | +3.2% | +1.5% |
| 30D | -7.9% | +9.0% | -17.0% | -9.9% |
| 3M | -25.3% | +5.2% | -30.5% | -26.4% |
| 6M | -24.6% | -3.2% | -21.4% | -25.5% |
| YTD | -20.1% | -48.5% | +28.3% | -8.5% |
| 1Y | -11.8% | -54.7% | +42.9% | +4.1% |
| 3Y | -10.1% | -7.8% | -2.3% | -13.8% |
| 5Y | -22.7% | -52.4% | +29.7% | -15.9% |
| All | +31.8% | +308.0% | -276.2% | 0.0% |
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