+43.1%
BMY vs PODD
-6.1%
+49.2%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | -1.3% | -4.4% | +3.1% | -0.8% |
| 30D | +10.0% | +8.1% | +1.9% | +9.1% |
| 3M | -1.2% | +2.9% | -4.1% | -1.5% |
| 6M | +12.8% | -5.7% | +18.5% | +13.1% |
| YTD | +20.7% | -47.5% | +68.2% | +25.6% |
| 1Y | +32.6% | -55.7% | +88.3% | +39.5% |
| All | +43.1% | -6.1% | +49.2% | +43.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling