-54.4%
PODD vs BLDR
+13.4%
-67.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.2% | -2.7% |
| 7D | -6.9% | -2.7% | -4.2% | -6.4% |
| 30D | -3.5% | -14.7% | +11.3% | -0.3% |
| 3M | -13.6% | -20.8% | +7.2% | -10.0% |
| 6M | -42.6% | -35.3% | -7.3% | -37.9% |
| YTD | -51.5% | -40.3% | -11.1% | -46.8% |
| 1Y | -60.9% | -56.3% | -4.6% | -54.1% |
| 3Y | -19.8% | -56.1% | +36.3% | -13.3% |
| 5Y | -54.4% | +12.9% | -67.3% | -63.6% |
| All | -54.4% | +13.4% | -67.7% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling