+452.1%
BTSG vs PODD
-25.9%
+478.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.7% |
| 7D | +2.7% | +1.6% | +1.1% | +2.4% |
| 30D | -3.6% | +10.7% | -14.3% | -5.8% |
| 3M | +5.8% | +0.7% | +5.1% | +3.9% |
| 6M | +44.7% | -39.3% | +84.0% | +63.3% |
| YTD | +62.2% | -48.1% | +110.3% | +91.6% |
| 1Y | +152.1% | -57.4% | +209.5% | +214.5% |
| All | +452.1% | -25.9% | +478.0% | +455.3% |
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