+43.5%
BAC vs PODD
+761.8%
-718.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.2% | +5.5% | +1.1% |
| 7D | -1.2% | -2.1% | +0.9% | -0.7% |
| 30D | -7.7% | +9.0% | -16.7% | -10.0% |
| 3M | -21.2% | +5.2% | -26.3% | -22.6% |
| 6M | -6.8% | -3.2% | -3.7% | -7.9% |
| YTD | -8.7% | -48.5% | +39.8% | +7.1% |
| 1Y | -5.3% | -54.7% | +49.4% | +15.0% |
| 3Y | +87.4% | -7.8% | +95.3% | +77.6% |
| 5Y | +18.9% | -52.4% | +71.3% | +28.5% |
| 10Y | +273.3% | +315.9% | -42.6% | +69.3% |
| All | +43.5% | +761.8% | -718.3% | -69.1% |
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