-8.1%
BROS vs PODD
-49.1%
+41.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.6% |
| 7D | -2.5% | -4.4% | +1.9% | -1.2% |
| 30D | -11.2% | +8.1% | -19.3% | -12.9% |
| 3M | -33.9% | +2.9% | -36.8% | -34.5% |
| 6M | -33.5% | -5.7% | -27.8% | -33.6% |
| YTD | -44.9% | -47.5% | +2.5% | -33.5% |
| 1Y | -41.5% | -55.7% | +14.2% | -25.5% |
| 3Y | +22.4% | -3.7% | +26.2% | +18.5% |
| 5Y | -45.7% | -52.6% | +6.9% | -30.6% |
| All | -8.1% | -49.1% | +41.0% | +18.2% |
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