-55.7%
PODD vs BEN
+64.2%
-119.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | -4.4% | +11.3% | -15.7% | -6.7% |
| 30D | +8.1% | +15.0% | -6.9% | +5.0% |
| 3M | +2.9% | +7.8% | -4.9% | +1.0% |
| 6M | -5.7% | +15.5% | -21.2% | -8.6% |
| YTD | -47.5% | +55.4% | -102.9% | -55.4% |
| 1Y | -55.7% | +63.3% | -118.9% | -63.8% |
| All | -55.7% | +64.2% | -119.9% | -63.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling