+308.9%
PODD vs BAH
+210.6%
+98.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.4% |
| 7D | -4.4% | +0.5% | -4.9% | -4.5% |
| 30D | +9.4% | +18.2% | -8.8% | +4.2% |
| 3M | +3.6% | +13.1% | -9.4% | -0.2% |
| 6M | -4.0% | +15.2% | -19.2% | -8.3% |
| YTD | -47.9% | +6.0% | -53.9% | -49.8% |
| 1Y | -53.8% | +3.1% | -56.9% | -55.2% |
| 3Y | -4.5% | -26.2% | +21.7% | -2.3% |
| 5Y | -51.9% | +9.3% | -61.2% | -58.9% |
| 10Y | +308.9% | +212.3% | +96.6% | +130.6% |
| All | +308.9% | +210.6% | +98.3% | +130.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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