+977.1%
BE vs PODD
+64.2%
+912.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.1% | +0.2% | -1.3% |
| 7D | +23.9% | -6.9% | +30.8% | +28.2% |
| 30D | +27.8% | -3.5% | +31.3% | +28.9% |
| 3M | +3.7% | -13.6% | +17.3% | +4.9% |
| 6M | +78.0% | -42.6% | +120.6% | +119.6% |
| YTD | +209.9% | -51.5% | +261.4% | +324.2% |
| 1Y | +389.6% | -60.9% | +450.5% | +658.0% |
| 3Y | +1,730.6% | -19.8% | +1,750.4% | +1,555.6% |
| 5Y | +1,227.8% | -54.4% | +1,282.2% | +1,599.6% |
| All | +977.1% | +64.2% | +912.9% | +693.2% |
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 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