-11.8%
BA vs PODD
-54.7%
+43.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.2% | +6.7% | +0.6% |
| 7D | +1.1% | -2.1% | +3.2% | +1.2% |
| 30D | -7.9% | +9.0% | -17.0% | -7.9% |
| 3M | -25.3% | +5.2% | -30.5% | -25.3% |
| 6M | -24.6% | -3.2% | -21.4% | -24.7% |
| YTD | -20.1% | -48.5% | +28.3% | -18.5% |
| 1Y | -11.8% | -54.7% | +42.9% | -9.0% |
| All | -11.8% | -54.7% | +43.0% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling