+391.8%
BAC vs PODD
+223.9%
+167.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.1% | +0.1% |
| 7D | +1.2% | -4.1% | +5.3% | +1.8% |
| 30D | -0.7% | +0.8% | -1.5% | -0.9% |
| 3M | +16.9% | -6.1% | +23.0% | +17.1% |
| 6M | +29.6% | -40.0% | +69.6% | +38.7% |
| YTD | +15.3% | -49.9% | +65.2% | +26.9% |
| 1Y | +28.8% | -59.3% | +88.1% | +46.3% |
| 3Y | +136.4% | -17.2% | +153.6% | +134.9% |
| 5Y | +72.9% | -53.0% | +125.9% | +83.0% |
| 10Y | +391.8% | +226.1% | +165.7% | +286.6% |
| All | +391.8% | +223.9% | +167.9% | +286.6% |
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