-48.5%
PODD vs BTG
+24.4%
-72.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +8.7% | -2.2% | +6.2% |
| 7D | +10.8% | -0.2% | +11.0% | +10.6% |
| 30D | +21.7% | -0.8% | +22.5% | +21.4% |
| 3M | -1.1% | +31.8% | -32.9% | -2.4% |
| 6M | -3.7% | +20.4% | -24.1% | -5.1% |
| YTD | -41.9% | +14.7% | -56.7% | -42.3% |
| 1Y | -48.5% | +29.4% | -77.8% | -50.3% |
| All | -48.5% | +24.4% | -72.9% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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