+49.2%
BP vs PODD
-3.5%
+52.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.1% | 0.0% |
| 7D | -6.9% | -2.5% | -4.4% | -6.8% |
| 30D | -3.6% | +10.7% | -14.3% | -4.1% |
| 3M | +8.4% | +6.1% | +2.3% | +8.0% |
| 6M | +5.3% | -2.8% | +8.2% | +5.3% |
| YTD | +33.2% | -47.3% | +80.5% | +37.6% |
| 1Y | +28.2% | -53.2% | +81.3% | +33.6% |
| 3Y | +49.2% | -2.0% | +51.2% | +44.3% |
| All | +49.2% | -3.5% | +52.7% | +44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling