+330.4%
PODD vs BEN
+58.0%
+272.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | -4.4% | +11.3% | -15.7% | -7.3% |
| 30D | +8.1% | +15.0% | -6.9% | +3.9% |
| 3M | +2.9% | +7.8% | -4.9% | +0.6% |
| 6M | -5.7% | +15.5% | -21.2% | -9.8% |
| YTD | -47.5% | +55.4% | -102.9% | -54.0% |
| 1Y | -55.7% | +63.3% | -118.9% | -61.7% |
| 3Y | -3.7% | +83.4% | -87.2% | -21.1% |
| 5Y | -52.6% | +28.1% | -80.7% | -58.5% |
| All | +330.4% | +58.0% | +272.3% | +247.2% |
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