+725.4%
PODD vs BTG
+385.9%
+339.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.7% | -3.2% |
| 7D | -6.9% | +2.4% | -9.3% | -7.1% |
| 30D | -3.5% | +9.5% | -12.9% | -4.2% |
| 3M | -13.6% | +38.5% | -52.1% | -16.2% |
| 6M | -42.6% | +5.6% | -48.3% | -43.3% |
| YTD | -51.5% | +23.9% | -75.4% | -52.9% |
| 1Y | -60.9% | +32.1% | -93.0% | -62.4% |
| 3Y | -19.8% | +103.2% | -123.0% | -26.2% |
| 5Y | -54.4% | +79.7% | -134.1% | -57.9% |
| 10Y | +236.1% | +159.1% | +76.9% | +194.1% |
| All | +725.4% | +385.9% | +339.5% | +434.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling