+117.0%
BTI vs PODD
-55.6%
+172.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.3% | +1.1% |
| 7D | -2.0% | -10.6% | +8.6% | -1.3% |
| 30D | -3.4% | -6.9% | +3.5% | -3.0% |
| 3M | -9.0% | -10.6% | +1.6% | -8.6% |
| 6M | -5.0% | -43.5% | +38.5% | -2.3% |
| YTD | -0.3% | -52.6% | +52.3% | +3.5% |
| 1Y | +3.1% | -60.1% | +63.2% | +8.2% |
| 3Y | +111.0% | -21.7% | +132.6% | +106.7% |
| 5Y | +117.0% | -54.6% | +171.6% | +115.0% |
| All | +117.0% | -55.6% | +172.6% | +115.0% |
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