+533.4%
BN vs PODD
+778.2%
-244.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -0.3% | -4.4% | +4.1% | +0.7% |
| 30D | +13.6% | +8.1% | +5.5% | +11.7% |
| 3M | -6.7% | +2.9% | -9.6% | -7.4% |
| 6M | -9.0% | -5.7% | -3.3% | -9.0% |
| YTD | -8.8% | -47.5% | +38.7% | +3.0% |
| 1Y | -10.6% | -55.7% | +45.1% | +4.6% |
| 3Y | +98.8% | -3.7% | +102.5% | +91.8% |
| 5Y | +33.6% | -52.6% | +86.2% | +45.4% |
| 10Y | +298.3% | +320.3% | -22.0% | +158.9% |
| All | +533.4% | +778.2% | -244.8% | +157.7% |
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 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