+336.1%
BMY vs PODD
+796.9%
-460.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.1% | -0.4% | +1.6% |
| 7D | +2.1% | +4.1% | -2.0% | +1.6% |
| 30D | +7.0% | +13.9% | -6.8% | +5.5% |
| 3M | -0.9% | +4.1% | -5.0% | -1.4% |
| 6M | +14.9% | +2.4% | +12.5% | +14.2% |
| YTD | +22.8% | -46.4% | +69.2% | +29.8% |
| 1Y | +36.2% | -54.2% | +90.4% | +46.1% |
| 3Y | +45.7% | -6.9% | +52.5% | +43.3% |
| 5Y | +31.3% | -51.6% | +82.8% | +35.0% |
| 10Y | +60.6% | +329.3% | -268.7% | +27.0% |
| All | +336.1% | +796.9% | -460.8% | +189.5% |
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