+339.6%
PODD vs BBWI
-47.4%
+387.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.7% | +1.9% |
| 7D | +4.1% | +0.1% | +3.9% | +4.1% |
| 30D | +13.9% | +12.9% | +1.0% | +11.8% |
| 3M | +4.1% | +16.0% | -11.9% | +1.4% |
| 6M | +2.4% | +16.6% | -14.2% | -1.0% |
| YTD | -46.4% | +9.7% | -56.1% | -48.1% |
| 1Y | -54.2% | +1.5% | -55.7% | -55.4% |
| 3Y | -6.9% | -21.4% | +14.5% | -8.6% |
| 5Y | -51.6% | -67.6% | +16.0% | -47.0% |
| All | +339.6% | -47.4% | +387.0% | +299.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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