-54.4%
PODD vs BBWI
-68.8%
+14.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.3% | +3.2% | -1.9% |
| 7D | -6.9% | -4.4% | -2.5% | -6.1% |
| 30D | -3.5% | -7.4% | +3.9% | -2.3% |
| 3M | -13.6% | -2.2% | -11.4% | -13.6% |
| 6M | -42.6% | -16.3% | -26.3% | -41.5% |
| YTD | -51.5% | -9.1% | -42.3% | -51.6% |
| 1Y | -60.9% | -34.5% | -26.4% | -58.7% |
| 3Y | -19.8% | -47.0% | +27.2% | -15.6% |
| 5Y | -54.4% | -68.8% | +14.5% | -40.2% |
| All | -54.4% | -68.8% | +14.5% | -40.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling