+133.9%
BP vs PODD
+218.3%
-84.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.1% | +4.8% | +2.1% |
| 7D | +4.0% | -6.9% | +10.9% | +4.6% |
| 30D | +7.8% | -3.5% | +11.3% | +8.1% |
| 3M | +8.4% | -13.6% | +22.0% | +9.4% |
| 6M | +15.1% | -42.6% | +57.7% | +20.3% |
| YTD | +36.4% | -51.5% | +87.9% | +44.8% |
| 1Y | +40.9% | -60.9% | +101.8% | +52.5% |
| 3Y | +38.8% | -19.8% | +58.6% | +37.7% |
| 5Y | +141.1% | -54.4% | +195.5% | +150.0% |
| 10Y | +133.9% | +236.1% | -102.2% | +109.9% |
| All | +133.9% | +218.3% | -84.4% | +109.9% |
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