-48.5%
PODD vs BG
+7.2%
-55.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.4% | +4.1% | +6.8% |
| 7D | +10.8% | -3.8% | +14.6% | +10.3% |
| 30D | +21.7% | -9.6% | +31.3% | +20.4% |
| 3M | -1.1% | -8.5% | +7.5% | -2.2% |
| 6M | -3.7% | -23.0% | +19.3% | -5.8% |
| YTD | -41.9% | +10.9% | -52.8% | -41.3% |
| 1Y | -48.5% | +6.0% | -54.4% | -48.0% |
| All | -48.5% | +7.2% | -55.7% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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