-17.2%
PODD vs BBWI
-44.4%
+27.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.4% | -3.1% |
| 7D | -4.1% | +1.6% | -5.7% | -4.3% |
| 30D | +0.8% | -6.2% | +7.0% | +1.5% |
| 3M | -6.1% | +4.3% | -10.4% | -6.9% |
| 6M | -40.0% | -7.2% | -32.8% | -39.8% |
| YTD | -49.9% | -3.0% | -46.9% | -50.5% |
| 1Y | -59.3% | -30.8% | -28.5% | -57.6% |
| 3Y | -17.2% | -43.4% | +26.2% | -19.9% |
| All | -17.2% | -44.4% | +27.2% | -19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling