-17.2%
PODD vs BAH
-32.1%
+14.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.4% |
| 7D | -4.1% | -4.3% | +0.2% | -3.5% |
| 30D | +0.8% | -4.5% | +5.2% | +1.4% |
| 3M | -6.1% | -7.6% | +1.5% | -5.4% |
| 6M | -40.0% | -10.6% | -29.4% | -39.5% |
| YTD | -49.9% | -12.6% | -37.4% | -49.6% |
| 1Y | -59.3% | -27.0% | -32.3% | -58.4% |
| 3Y | -17.2% | -31.5% | +14.2% | -20.3% |
| All | -17.2% | -32.1% | +14.9% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling