+18.8%
BX vs PODD
-54.3%
+73.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.1% | -0.6% | -2.7% |
| 7D | -5.7% | -6.9% | +1.2% | -3.5% |
| 30D | -8.9% | -3.5% | -5.4% | -7.9% |
| 3M | +8.4% | -13.6% | +22.0% | +11.9% |
| 6M | +18.9% | -42.6% | +61.6% | +39.6% |
| YTD | -13.6% | -51.5% | +37.8% | +7.3% |
| 1Y | -22.4% | -60.9% | +38.5% | +3.1% |
| 3Y | +26.0% | -19.8% | +45.8% | +24.2% |
| 5Y | +18.8% | -54.4% | +73.2% | +50.3% |
| All | +18.8% | -54.3% | +73.1% | +50.3% |
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 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