+221.7%
PODD vs BBWI
-57.7%
+279.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.9% | -2.1% |
| 7D | -10.6% | -8.0% | -2.5% | -9.4% |
| 30D | -6.9% | -6.6% | -0.3% | -6.0% |
| 3M | -10.6% | -2.7% | -7.9% | -10.6% |
| 6M | -43.5% | -12.8% | -30.7% | -42.9% |
| YTD | -52.6% | -10.5% | -42.1% | -52.6% |
| 1Y | -60.1% | -35.3% | -24.8% | -58.3% |
| 3Y | -21.7% | -47.7% | +26.1% | -17.8% |
| 5Y | -54.6% | -68.9% | +14.3% | -49.6% |
| All | +221.7% | -57.7% | +279.4% | +223.2% |
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