+465.4%
BE vs PODD
-52.5%
+517.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.3% | +9.7% | +11.1% |
| 7D | -1.2% | -2.5% | +1.3% | -0.3% |
| 30D | -30.9% | +10.7% | -41.6% | -33.7% |
| 3M | -11.6% | +6.1% | -17.7% | -14.6% |
| 6M | -25.7% | -2.8% | -22.9% | -29.6% |
| YTD | +123.1% | -47.3% | +170.4% | +185.5% |
| 1Y | +43.4% | -53.2% | +96.5% | +97.2% |
| 3Y | +1,683.6% | -2.0% | +1,685.6% | +1,396.8% |
| 5Y | +465.4% | -52.9% | +518.3% | +640.0% |
| All | +465.4% | -52.5% | +517.9% | +640.0% |
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