+27.0%
BROS vs PODD
-49.7%
+76.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.3% |
| 7D | -6.7% | +1.6% | -8.3% | -7.2% |
| 30D | -29.1% | +10.7% | -39.7% | -31.6% |
| 3M | -16.7% | +0.7% | -17.4% | -18.7% |
| 6M | -11.6% | -39.3% | +27.7% | +1.4% |
| YTD | -23.9% | -48.1% | +24.2% | -8.0% |
| 1Y | -34.8% | -57.4% | +22.6% | -16.2% |
| 3Y | +62.1% | -23.3% | +85.3% | +68.5% |
| All | +27.0% | -49.7% | +76.7% | +63.5% |
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