+140.1%
BP vs PODD
+315.5%
-175.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | +2.5% | -4.4% | +6.9% | +2.9% |
| 30D | -5.6% | +8.1% | -13.7% | -6.3% |
| 3M | +8.0% | +2.9% | +5.1% | +7.5% |
| 6M | +5.7% | -5.7% | +11.4% | +5.6% |
| YTD | +36.8% | -47.5% | +84.3% | +44.1% |
| 1Y | +30.7% | -55.7% | +86.4% | +39.9% |
| 3Y | +51.6% | -3.7% | +55.4% | +47.7% |
| 5Y | +112.2% | -52.6% | +164.8% | +119.6% |
| All | +140.1% | +315.5% | -175.4% | +113.8% |
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