+463.5%
BTSG vs PODD
-30.7%
+494.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.3% |
| 7D | +2.9% | -6.9% | +9.8% | +4.3% |
| 30D | +0.9% | -3.5% | +4.3% | +1.4% |
| 3M | +1.6% | -13.6% | +15.2% | +3.4% |
| 6M | +46.8% | -42.6% | +89.4% | +67.2% |
| YTD | +65.5% | -51.5% | +117.0% | +98.1% |
| 1Y | +136.2% | -60.9% | +197.2% | +200.4% |
| All | +463.5% | -30.7% | +494.2% | +474.0% |
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