+329.6%
BDX vs PODD
+767.5%
-437.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.5% | -1.3% |
| 7D | -2.5% | +1.6% | -4.1% | -2.7% |
| 30D | +8.3% | +10.7% | -2.4% | +6.9% |
| 3M | +24.4% | +0.7% | +23.7% | +23.8% |
| 6M | +9.2% | -39.3% | +48.5% | +15.2% |
| YTD | +22.7% | -48.1% | +70.8% | +31.8% |
| 1Y | +25.9% | -57.4% | +83.3% | +38.1% |
| 3Y | -10.5% | -23.3% | +12.8% | -9.8% |
| 5Y | +1.9% | -51.3% | +53.2% | +6.0% |
| 10Y | +58.7% | +242.0% | -183.3% | +26.9% |
| All | +329.6% | +767.5% | -437.9% | +178.2% |
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