+139.4%
BAC vs PODD
-22.0%
+161.4%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.2% |
| 7D | +1.1% | +1.6% | -0.5% | +0.9% |
| 30D | -0.4% | +10.7% | -11.1% | -1.8% |
| 3M | +16.9% | +0.7% | +16.2% | +15.7% |
| 6M | +26.6% | -39.3% | +65.9% | +35.5% |
| YTD | +15.8% | -48.1% | +63.9% | +27.0% |
| 1Y | +27.2% | -57.4% | +84.6% | +44.0% |
| All | +139.4% | -22.0% | +161.4% | +134.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling