+26.7%
BTDR vs PODD
-46.7%
+73.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.5% | +5.9% | +2.9% |
| 7D | +22.4% | -4.1% | +26.5% | +23.2% |
| 30D | +16.5% | +0.8% | +15.7% | +16.0% |
| 3M | -31.5% | -6.1% | -25.4% | -31.7% |
| 6M | +74.0% | -40.0% | +114.0% | +90.7% |
| YTD | +13.0% | -49.9% | +63.0% | +29.3% |
| 1Y | -0.2% | -59.3% | +59.1% | +19.1% |
| 3Y | +9.9% | -17.2% | +27.1% | +19.4% |
| 5Y | +28.1% | -53.0% | +81.1% | +37.0% |
| All | +26.7% | -46.7% | +73.4% | +34.9% |
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 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