+33.0%
BLK vs PODD
-55.4%
+88.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +2.0% |
| 7D | -3.3% | -10.5% | +7.2% | -1.1% |
| 30D | -6.5% | -9.0% | +2.5% | -4.7% |
| 3M | +6.7% | -11.5% | +18.3% | +8.3% |
| 6M | +14.7% | -44.7% | +59.5% | +28.7% |
| YTD | +2.5% | -53.6% | +56.1% | +19.6% |
| 1Y | -2.8% | -61.0% | +58.2% | +17.6% |
| 3Y | +65.9% | -24.7% | +90.6% | +65.8% |
| All | +33.0% | -55.4% | +88.5% | +49.0% |
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