+256.9%
BNY vs PODD
-55.4%
+312.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.1% | +0.3% |
| 7D | -1.3% | -10.5% | +9.2% | +0.1% |
| 30D | -0.2% | -9.0% | +8.9% | +1.0% |
| 3M | +14.9% | -11.5% | +26.5% | +15.8% |
| 6M | +40.0% | -44.7% | +84.7% | +50.9% |
| YTD | +42.0% | -53.6% | +95.6% | +57.2% |
| 1Y | +56.9% | -61.0% | +117.8% | +78.0% |
| 3Y | +289.9% | -24.7% | +314.6% | +289.6% |
| All | +256.9% | -55.4% | +312.4% | +283.7% |
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 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