+251.7%
BAC vs PODD
+324.2%
-72.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | 0.0% | +1.9% |
| 7D | +2.0% | -2.5% | +4.5% | +2.4% |
| 30D | -6.9% | +10.7% | -17.7% | -8.4% |
| 3M | -19.6% | +6.1% | -25.7% | -20.4% |
| 6M | -0.5% | -2.8% | +2.4% | -1.0% |
| YTD | -6.6% | -47.3% | +40.7% | +2.0% |
| 1Y | -3.0% | -53.2% | +50.2% | +7.9% |
| 3Y | +97.3% | -2.0% | +99.3% | +91.4% |
| 5Y | +21.9% | -52.9% | +74.8% | +29.0% |
| 10Y | +251.7% | +321.1% | -69.4% | +161.2% |
| All | +251.7% | +324.2% | -72.5% | +161.2% |
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