+24.3%
BMY vs PODD
-54.3%
+78.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.6% | -0.2% |
| 7D | -4.8% | -6.9% | +2.1% | -4.2% |
| 30D | -0.7% | -3.5% | +2.8% | -0.3% |
| 3M | +15.3% | -13.6% | +28.9% | +16.6% |
| 6M | +8.5% | -42.6% | +51.2% | +12.8% |
| YTD | +23.4% | -51.5% | +74.9% | +29.8% |
| 1Y | +42.9% | -60.9% | +103.8% | +52.6% |
| 3Y | +22.0% | -19.8% | +41.7% | +21.3% |
| 5Y | +24.3% | -54.4% | +78.7% | +25.7% |
| All | +24.3% | -54.3% | +78.6% | +25.7% |
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 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