-36.9%
BAX vs PODD
+218.3%
-255.2%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.3% |
| 7D | -5.1% | -6.9% | +1.8% | -3.8% |
| 30D | -12.2% | -3.5% | -8.7% | -11.6% |
| 3M | +21.8% | -13.6% | +35.4% | +24.6% |
| 6M | +36.3% | -42.6% | +78.9% | +49.7% |
| YTD | +27.8% | -51.5% | +79.3% | +44.6% |
| 1Y | -0.1% | -60.9% | +60.9% | +17.1% |
| 3Y | -33.3% | -19.8% | -13.5% | -32.1% |
| 5Y | -67.1% | -54.4% | -12.7% | -64.3% |
| 10Y | -36.9% | +236.1% | -273.0% | -50.3% |
| All | -36.9% | +218.3% | -255.2% | -50.3% |
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