-1.4%
BDX vs PODD
-54.3%
+52.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.0% | +1.4% |
| 7D | -3.6% | -6.9% | +3.3% | -2.6% |
| 30D | +0.7% | -3.5% | +4.1% | +1.1% |
| 3M | +19.0% | -13.6% | +32.5% | +20.9% |
| 6M | +10.8% | -42.6% | +53.4% | +18.3% |
| YTD | +20.1% | -51.5% | +71.6% | +30.9% |
| 1Y | +23.1% | -60.9% | +84.0% | +37.4% |
| 3Y | -8.8% | -19.8% | +11.0% | -7.5% |
| 5Y | -1.4% | -54.4% | +52.9% | +0.8% |
| All | -1.4% | -54.3% | +52.9% | +0.8% |
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