+29.0%
BMY vs PODD
-52.9%
+81.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | -1.3% | -4.4% | +3.1% | -0.9% |
| 30D | +10.0% | +8.1% | +1.9% | +9.2% |
| 3M | -1.2% | +2.9% | -4.1% | -1.5% |
| 6M | +12.8% | -5.7% | +18.5% | +13.0% |
| YTD | +20.7% | -47.5% | +68.2% | +25.8% |
| 1Y | +32.6% | -55.7% | +88.3% | +39.8% |
| 3Y | +41.8% | -3.7% | +45.6% | +39.5% |
| 5Y | +29.0% | -52.6% | +81.6% | +26.6% |
| All | +29.0% | -52.9% | +81.8% | +26.6% |
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