-20.9%
BAX vs PODD
-10.3%
-10.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.2% | +6.7% | +2.1% |
| 7D | +12.1% | -2.1% | +14.2% | +12.7% |
| 30D | +7.6% | +9.0% | -1.5% | +5.1% |
| 3M | -4.5% | +5.2% | -9.7% | -5.9% |
| 6M | +52.0% | -3.2% | +55.2% | +51.6% |
| YTD | +35.1% | -48.5% | +83.6% | +55.2% |
| 1Y | +43.7% | -54.7% | +98.4% | +68.7% |
| 3Y | -20.9% | -7.8% | -13.1% | -22.1% |
| All | -20.9% | -10.3% | -10.6% | -22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling