+426.2%
BTSG vs PODD
-32.3%
+458.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -2.3% | -4.3% | -6.2% |
| 7D | -5.8% | -10.6% | +4.8% | -3.7% |
| 30D | 0.0% | -6.9% | +6.9% | +1.3% |
| 3M | -4.5% | -10.6% | +6.2% | -3.7% |
| 6M | +40.0% | -43.5% | +83.5% | +59.9% |
| YTD | +54.6% | -52.6% | +107.2% | +85.9% |
| 1Y | +106.1% | -60.1% | +166.2% | +159.8% |
| All | +426.2% | -32.3% | +458.5% | +438.7% |
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