-0.5%
BBY vs PODD
-55.6%
+55.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.5% |
| 7D | +0.7% | -10.6% | +11.2% | +2.7% |
| 30D | +5.8% | -6.9% | +12.7% | +7.1% |
| 3M | +18.0% | -10.6% | +28.6% | +19.6% |
| 6M | +39.8% | -43.5% | +83.3% | +53.8% |
| YTD | +35.4% | -52.6% | +88.0% | +54.1% |
| 1Y | +21.4% | -60.1% | +81.5% | +42.4% |
| 3Y | +39.5% | -21.7% | +61.2% | +38.4% |
| 5Y | -0.5% | -54.6% | +54.1% | +8.1% |
| All | -0.5% | -55.6% | +55.1% | +8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling