-23.2%
PODD vs BTG
+94.1%
-117.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.5% | -2.1% |
| 7D | -10.6% | -5.5% | -5.1% | -10.1% |
| 30D | -6.9% | +6.1% | -13.0% | -7.6% |
| 3M | -10.6% | +38.6% | -49.3% | -14.0% |
| 6M | -43.5% | +0.7% | -44.1% | -43.6% |
| YTD | -52.6% | +20.3% | -73.0% | -54.1% |
| 1Y | -60.1% | +25.0% | -85.2% | -62.0% |
| All | -23.2% | +94.1% | -117.3% | -31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling