+82.0%
BAC vs PODD
+767.5%
-685.6%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.5% |
| 7D | +1.1% | +1.6% | -0.5% | +0.6% |
| 30D | -0.4% | +10.7% | -11.1% | -3.4% |
| 3M | +16.9% | +0.7% | +16.2% | +14.8% |
| 6M | +26.6% | -39.3% | +65.9% | +42.5% |
| YTD | +15.8% | -48.1% | +63.9% | +36.0% |
| 1Y | +27.2% | -57.4% | +84.6% | +57.4% |
| 3Y | +132.4% | -23.3% | +155.7% | +131.1% |
| 5Y | +72.6% | -51.3% | +123.8% | +85.4% |
| 10Y | +389.7% | +242.0% | +147.7% | +136.0% |
| All | +82.0% | +767.5% | -685.6% | -60.7% |
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