-55.3%
PODD vs BR
+8.0%
-63.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -10.5% | -3.0% | -7.6% | -9.0% |
| 30D | -9.0% | -0.3% | -8.7% | -8.9% |
| 3M | -11.5% | +17.3% | -28.8% | -18.8% |
| 6M | -44.7% | -6.7% | -38.0% | -43.0% |
| YTD | -53.6% | -23.4% | -30.1% | -46.7% |
| 1Y | -61.0% | -32.7% | -28.3% | -51.6% |
| 3Y | -24.7% | -5.9% | -18.8% | -26.0% |
| All | -55.3% | +8.0% | -63.3% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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