-33.3%
BAX vs PODD
+315.5%
-348.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.2% |
| 7D | +0.4% | -4.4% | +4.7% | +1.2% |
| 30D | +3.4% | +8.1% | -4.7% | +1.8% |
| 3M | -4.5% | +2.9% | -7.4% | -5.1% |
| 6M | +44.0% | -5.7% | +49.7% | +44.6% |
| YTD | +34.9% | -47.5% | +82.4% | +50.2% |
| 1Y | +37.9% | -55.7% | +93.6% | +57.8% |
| 3Y | -17.1% | -3.7% | -13.3% | -18.1% |
| 5Y | -64.3% | -52.6% | -11.7% | -61.5% |
| All | -33.3% | +315.5% | -348.8% | -50.7% |
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 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