+221.7%
PODD vs BEN
+56.7%
+165.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.0% |
| 7D | -10.6% | +0.3% | -10.9% | -10.7% |
| 30D | -6.9% | +0.9% | -7.8% | -7.2% |
| 3M | -10.6% | +9.2% | -19.8% | -13.0% |
| 6M | -43.5% | +36.8% | -80.2% | -48.6% |
| YTD | -52.6% | +44.4% | -97.0% | -57.6% |
| 1Y | -60.1% | +45.8% | -105.9% | -64.5% |
| 3Y | -21.7% | +52.5% | -74.2% | -32.4% |
| 5Y | -54.6% | +37.7% | -92.2% | -60.5% |
| All | +221.7% | +56.7% | +165.1% | +163.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BEN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling