-9.0%
BDX vs PODD
-21.1%
+12.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.0% | +1.5% |
| 7D | -3.6% | -6.9% | +3.3% | -2.3% |
| 30D | +0.7% | -3.5% | +4.1% | +1.2% |
| 3M | +19.0% | -13.6% | +32.5% | +21.2% |
| 6M | +10.8% | -42.6% | +53.4% | +19.5% |
| YTD | +20.1% | -51.5% | +71.6% | +32.7% |
| 1Y | +23.1% | -60.9% | +84.0% | +39.8% |
| All | -9.0% | -21.1% | +12.2% | -9.3% |
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 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