+1,117.6%
BLK vs PODD
+736.9%
+380.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.6% | -1.1% |
| 7D | -2.4% | -4.1% | +1.7% | -1.4% |
| 30D | -3.1% | +0.8% | -3.9% | -3.4% |
| 3M | +10.7% | -6.1% | +16.8% | +11.0% |
| 6M | +15.9% | -40.0% | +55.9% | +28.3% |
| YTD | +4.0% | -49.9% | +54.0% | +20.1% |
| 1Y | +1.3% | -59.3% | +60.6% | +22.4% |
| 3Y | +69.6% | -17.2% | +86.8% | +66.7% |
| 5Y | +33.8% | -53.0% | +86.8% | +45.9% |
| 10Y | +276.2% | +226.1% | +50.1% | +135.0% |
| All | +1,117.6% | +736.9% | +380.7% | +293.7% |
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