-8.4%
PODD vs BB
+161.8%
-170.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | +1.1% |
| 7D | -9.1% | +7.3% | -16.4% | -9.5% |
| 30D | +7.3% | +11.2% | -3.9% | +6.3% |
| 3M | +3.7% | +4.7% | -1.0% | +2.9% |
| 6M | -2.7% | +51.1% | -53.8% | -8.4% |
| YTD | -47.2% | +148.0% | -195.2% | -53.7% |
| 1Y | -54.0% | +106.1% | -160.2% | -58.7% |
| All | -8.4% | +161.8% | -170.2% | -26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling