+9.8%
BAX vs PODD
-57.0%
+66.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.7% |
| 7D | -1.1% | +1.6% | -2.8% | -1.8% |
| 30D | -5.5% | +10.7% | -16.1% | -9.0% |
| 3M | +33.5% | +0.7% | +32.8% | +31.1% |
| 6M | +35.9% | -39.3% | +75.1% | +62.1% |
| YTD | +35.4% | -48.1% | +83.5% | +69.0% |
| 1Y | +9.8% | -57.4% | +67.2% | +41.5% |
| All | +9.8% | -57.0% | +66.8% | +41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling