+824.1%
PODD vs BBWI
+126.9%
+697.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -2.8% |
| 7D | +1.6% | +1.5% | +0.1% | +1.2% |
| 30D | +10.7% | -5.2% | +15.9% | +11.7% |
| 3M | +0.7% | +11.1% | -10.4% | -2.7% |
| 6M | -39.3% | -13.4% | -25.9% | -38.4% |
| YTD | -48.1% | +0.1% | -48.2% | -49.7% |
| 1Y | -57.4% | -36.1% | -21.3% | -54.3% |
| 3Y | -23.3% | -44.1% | +20.8% | -19.2% |
| 5Y | -51.3% | -66.2% | +15.0% | -43.7% |
| 10Y | +242.0% | -54.8% | +296.8% | +211.4% |
| All | +824.1% | +126.9% | +697.2% | +141.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling