+642.7%
BX vs PODD
+229.6%
+413.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -2.2% |
| 7D | -8.9% | -10.6% | +1.6% | -6.0% |
| 30D | -14.8% | -6.9% | -7.9% | -13.1% |
| 3M | +6.9% | -10.6% | +17.6% | +9.0% |
| 6M | +16.3% | -43.5% | +59.8% | +33.7% |
| YTD | -16.1% | -52.6% | +36.5% | +1.5% |
| 1Y | -26.8% | -60.1% | +33.3% | -7.5% |
| 3Y | +22.4% | -21.7% | +44.1% | +23.4% |
| 5Y | +16.0% | -54.6% | +70.6% | +32.3% |
| All | +642.7% | +229.6% | +413.1% | +514.7% |
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