+87.9%
BP vs PODD
+770.9%
-683.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.1% |
| 7D | -6.3% | -4.4% | -1.9% | -5.9% |
| 30D | -3.6% | +9.4% | -13.1% | -4.9% |
| 3M | +5.2% | +3.6% | +1.6% | +4.4% |
| 6M | +5.3% | -4.0% | +9.3% | +4.9% |
| YTD | +33.1% | -47.9% | +81.0% | +43.0% |
| 1Y | +26.3% | -53.8% | +80.1% | +37.6% |
| 3Y | +47.5% | -4.5% | +52.0% | +42.9% |
| 5Y | +106.2% | -51.9% | +158.0% | +113.3% |
| 10Y | +127.0% | +308.9% | -181.9% | +62.1% |
| All | +87.9% | +770.9% | -683.0% | -5.0% |
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