+229.5%
PODD vs BEN
+58.8%
+170.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.5% | -2.6% |
| 7D | -6.9% | +3.4% | -10.3% | -7.8% |
| 30D | -3.5% | +1.8% | -5.2% | -4.0% |
| 3M | -13.6% | +8.4% | -22.0% | -15.6% |
| 6M | -42.6% | +35.6% | -78.3% | -47.7% |
| YTD | -51.5% | +46.4% | -97.8% | -56.8% |
| 1Y | -60.9% | +46.3% | -107.2% | -65.2% |
| 3Y | -19.8% | +54.6% | -74.4% | -31.1% |
| 5Y | -54.4% | +39.4% | -93.8% | -60.4% |
| All | +229.5% | +58.8% | +170.7% | +168.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling