+243.8%
BBY vs PODD
+736.9%
-493.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | -0.3% |
| 7D | +8.1% | -4.1% | +12.2% | +9.0% |
| 30D | +8.9% | +0.8% | +8.2% | +8.7% |
| 3M | +22.0% | -6.1% | +28.1% | +22.6% |
| 6M | +37.8% | -40.0% | +77.8% | +50.5% |
| YTD | +37.3% | -49.9% | +87.2% | +55.4% |
| 1Y | +21.6% | -59.3% | +80.9% | +43.0% |
| 3Y | +41.5% | -17.2% | +58.7% | +39.5% |
| 5Y | +1.2% | -53.0% | +54.2% | +8.8% |
| 10Y | +237.8% | +226.1% | +11.7% | +128.2% |
| All | +243.8% | +736.9% | -493.2% | +35.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling