-55.3%
PODD vs BTG
+78.0%
-133.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.1% |
| 7D | -10.5% | -3.8% | -6.8% | -10.0% |
| 30D | -9.0% | +3.6% | -12.7% | -9.8% |
| 3M | -11.5% | +32.0% | -43.6% | -16.3% |
| 6M | -44.7% | +3.4% | -48.1% | -45.7% |
| YTD | -53.6% | +20.8% | -74.4% | -56.3% |
| 1Y | -61.0% | +22.4% | -83.4% | -63.9% |
| 3Y | -24.7% | +91.7% | -116.4% | -40.2% |
| All | -55.3% | +78.0% | -133.3% | -64.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling