+37.9%
BAX vs PODD
-54.2%
+92.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.1% |
| 7D | +0.4% | -4.4% | +4.7% | +1.9% |
| 30D | +3.4% | +8.1% | -4.7% | +0.4% |
| 3M | -4.5% | +2.9% | -7.4% | -5.8% |
| 6M | +44.0% | -5.7% | +49.7% | +44.4% |
| YTD | +34.9% | -47.5% | +82.4% | +68.2% |
| 1Y | +37.9% | -55.7% | +93.6% | +75.3% |
| All | +37.9% | -54.2% | +92.1% | +75.3% |
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 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