+264.7%
BN vs PODD
+218.3%
+46.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.2% |
| 7D | -3.0% | -6.9% | +3.9% | -1.4% |
| 30D | -13.0% | -3.5% | -9.6% | -12.4% |
| 3M | -15.2% | -13.6% | -1.6% | -13.3% |
| 6M | -5.9% | -42.6% | +36.7% | +5.0% |
| YTD | -15.8% | -51.5% | +35.7% | -2.4% |
| 1Y | -12.2% | -60.9% | +48.7% | +6.6% |
| 3Y | +72.2% | -19.8% | +92.0% | +71.7% |
| 5Y | +33.2% | -54.4% | +87.6% | +46.3% |
| 10Y | +264.7% | +236.1% | +28.6% | +204.4% |
| All | +264.7% | +218.3% | +46.4% | +204.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling