+55.4%
BDX vs PODD
+229.6%
-174.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.5% | -1.5% |
| 7D | -5.4% | -10.6% | +5.1% | -3.9% |
| 30D | -2.2% | -6.9% | +4.7% | -1.2% |
| 3M | +20.1% | -10.6% | +30.7% | +21.5% |
| 6M | +9.1% | -43.5% | +52.5% | +17.1% |
| YTD | +17.9% | -52.6% | +70.5% | +29.5% |
| 1Y | +22.1% | -60.1% | +82.2% | +36.9% |
| 3Y | -10.5% | -21.7% | +11.1% | -9.7% |
| 5Y | -2.6% | -54.6% | +52.0% | +3.1% |
| All | +55.4% | +229.6% | -174.2% | +23.7% |
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