+339.6%
PODD vs BB
+21.8%
+317.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.4% |
| 7D | +4.1% | +1.8% | +2.2% | +3.8% |
| 30D | +13.9% | +8.1% | +5.7% | +12.3% |
| 3M | +4.1% | -1.0% | +5.1% | +3.4% |
| 6M | +2.4% | +45.9% | -43.5% | -5.4% |
| YTD | -46.4% | +134.8% | -181.2% | -54.3% |
| 1Y | -54.2% | +104.6% | -158.8% | -60.2% |
| 3Y | -6.9% | +152.8% | -159.7% | -25.0% |
| 5Y | -51.6% | -17.4% | -34.1% | -55.8% |
| All | +339.6% | +21.8% | +317.8% | +206.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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