+209.1%
BA vs PODD
+767.5%
-558.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.2% |
| 7D | +1.2% | +1.6% | -0.5% | +0.8% |
| 30D | -11.6% | +10.7% | -22.3% | -13.4% |
| 3M | -2.4% | +0.7% | -3.1% | -3.5% |
| 6M | -6.6% | -39.3% | +32.7% | +0.8% |
| YTD | -2.2% | -48.1% | +45.9% | +8.4% |
| 1Y | -8.0% | -57.4% | +49.4% | +5.6% |
| 3Y | -5.0% | -23.3% | +18.3% | -4.5% |
| 5Y | -2.7% | -51.3% | +48.5% | +3.6% |
| 10Y | +75.9% | +242.0% | -166.1% | +30.8% |
| All | +209.1% | +767.5% | -558.4% | +67.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling