+27.6%
BDX vs PODD
-51.4%
+79.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.1% | +0.8% |
| 7D | +2.9% | +4.1% | -1.2% | +2.3% |
| 30D | +15.4% | +13.9% | +1.6% | +13.1% |
| 3M | +20.5% | +4.1% | +16.4% | +19.6% |
| 6M | +53.2% | +2.4% | +50.7% | +51.6% |
| YTD | +45.7% | -46.4% | +92.0% | +56.3% |
| 1Y | +47.3% | -54.2% | +101.4% | +60.8% |
| 3Y | +25.1% | -6.9% | +31.9% | +24.6% |
| All | +27.6% | -51.4% | +79.0% | +29.8% |
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 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