+24.7%
BTDR vs PODD
-54.3%
+79.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.1% | +0.4% | -2.2% |
| 7D | +14.8% | -6.9% | +21.7% | +16.1% |
| 30D | +41.8% | -3.5% | +45.3% | +42.4% |
| 3M | -29.2% | -13.6% | -15.6% | -28.3% |
| 6M | +66.2% | -42.6% | +108.8% | +83.8% |
| YTD | +10.0% | -51.5% | +61.5% | +26.6% |
| 1Y | -11.0% | -60.9% | +49.9% | +7.2% |
| 3Y | +6.9% | -19.8% | +26.7% | +16.9% |
| 5Y | +24.7% | -54.4% | +79.0% | +33.9% |
| All | +24.7% | -54.3% | +79.0% | +33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling