+824.1%
PODD vs BEN
+50.3%
+773.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.5% | -5.6% | -3.7% |
| 7D | +1.6% | +0.2% | +1.4% | +1.4% |
| 30D | +10.7% | -0.5% | +11.2% | +10.6% |
| 3M | +0.7% | +9.7% | -9.0% | -3.9% |
| 6M | -39.3% | +33.9% | -73.2% | -47.7% |
| YTD | -48.1% | +49.0% | -97.1% | -57.6% |
| 1Y | -57.4% | +42.1% | -99.5% | -64.5% |
| 3Y | -23.3% | +51.9% | -75.1% | -40.3% |
| 5Y | -51.3% | +39.0% | -90.3% | -61.5% |
| 10Y | +242.0% | +57.9% | +184.2% | +117.1% |
| All | +824.1% | +50.3% | +773.7% | +302.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling