+668.0%
BE vs PODD
+81.5%
+586.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.1% | -7.1% | -6.0% |
| 7D | +10.8% | +4.1% | +6.7% | +8.8% |
| 30D | -19.8% | +13.9% | -33.6% | -25.3% |
| 3M | -18.7% | +4.1% | -22.8% | -21.7% |
| 6M | -33.7% | +2.4% | -36.2% | -39.8% |
| YTD | +121.0% | -46.4% | +167.3% | +185.3% |
| 1Y | +85.4% | -54.2% | +139.6% | +165.5% |
| 3Y | +1,709.5% | -6.9% | +1,716.4% | +1,433.2% |
| 5Y | +462.2% | -51.6% | +513.8% | +596.3% |
| All | +668.0% | +81.5% | +586.4% | +433.6% |
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