+354.7%
BMY vs PODD
+767.5%
-412.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.7% |
| 7D | +0.4% | +1.6% | -1.3% | +0.2% |
| 30D | +5.0% | +10.7% | -5.7% | +3.9% |
| 3M | +19.4% | +0.7% | +18.7% | +18.9% |
| 6M | +9.5% | -39.3% | +48.8% | +14.5% |
| YTD | +28.1% | -48.1% | +76.2% | +35.9% |
| 1Y | +50.0% | -57.4% | +107.4% | +62.1% |
| 3Y | +24.1% | -23.3% | +47.3% | +24.2% |
| 5Y | +25.0% | -51.3% | +76.3% | +28.5% |
| 10Y | +68.7% | +242.0% | -173.4% | +36.3% |
| All | +354.7% | +767.5% | -412.8% | +203.2% |
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