-17.2%
PODD vs BEN
+56.8%
-74.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.5% |
| 7D | -4.1% | +4.7% | -8.8% | -5.3% |
| 30D | +0.8% | +2.6% | -1.8% | 0.0% |
| 3M | -6.1% | +11.5% | -17.6% | -8.9% |
| 6M | -40.0% | +35.3% | -75.3% | -45.4% |
| YTD | -49.9% | +48.6% | -98.6% | -55.8% |
| 1Y | -59.3% | +46.7% | -106.0% | -64.0% |
| 3Y | -17.2% | +57.0% | -74.3% | -31.4% |
| All | -17.2% | +56.8% | -74.1% | -31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling