+71.4%
BTI vs PODD
+223.0%
-151.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +0.9% |
| 7D | -0.2% | -10.5% | +10.3% | +0.7% |
| 30D | -1.1% | -9.0% | +8.0% | -0.4% |
| 3M | -8.8% | -11.5% | +2.8% | -8.1% |
| 6M | -4.0% | -44.7% | +40.8% | +0.1% |
| YTD | +0.4% | -53.6% | +53.9% | +5.9% |
| 1Y | +1.9% | -61.0% | +62.9% | +9.0% |
| 3Y | +108.5% | -24.7% | +133.2% | +106.6% |
| 5Y | +118.5% | -55.5% | +174.0% | +123.7% |
| All | +71.4% | +223.0% | -151.5% | +48.7% |
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