+152.6%
BA vs PODD
+761.8%
-609.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.2% | +6.7% | +1.6% |
| 7D | +1.1% | -2.1% | +3.2% | +1.4% |
| 30D | -7.9% | +9.0% | -17.0% | -9.5% |
| 3M | -25.3% | +5.2% | -30.5% | -26.2% |
| 6M | -24.6% | -3.2% | -21.4% | -25.2% |
| YTD | -20.1% | -48.5% | +28.3% | -11.5% |
| 1Y | -11.8% | -54.7% | +42.9% | 0.0% |
| 3Y | -10.1% | -7.8% | -2.3% | -12.3% |
| 5Y | -22.7% | -52.4% | +29.7% | -17.5% |
| 10Y | +35.1% | +315.9% | -280.8% | -2.3% |
| All | +152.6% | +761.8% | -609.3% | +36.9% |
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