+33.2%
BN vs PODD
-54.3%
+87.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.2% |
| 7D | -3.0% | -6.9% | +3.9% | -1.3% |
| 30D | -13.0% | -3.5% | -9.6% | -12.3% |
| 3M | -15.2% | -13.6% | -1.6% | -13.2% |
| 6M | -5.9% | -42.6% | +36.7% | +6.3% |
| YTD | -15.8% | -51.5% | +35.7% | -0.7% |
| 1Y | -12.2% | -60.9% | +48.7% | +9.2% |
| 3Y | +72.2% | -19.8% | +92.0% | +70.1% |
| 5Y | +33.2% | -54.4% | +87.6% | +52.4% |
| All | +33.2% | -54.3% | +87.5% | +52.4% |
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 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