+330.4%
PODD vs BUD
-3.2%
+333.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -4.4% | -1.6% | -2.8% | -3.9% |
| 30D | +8.1% | +6.7% | +1.4% | +6.0% |
| 3M | +2.9% | +5.9% | -3.0% | +1.2% |
| 6M | -5.7% | +5.1% | -10.8% | -7.4% |
| YTD | -47.5% | +32.9% | -80.4% | -52.2% |
| 1Y | -55.7% | +31.8% | -87.5% | -59.6% |
| 3Y | -3.7% | +47.4% | -51.1% | -16.1% |
| 5Y | -52.6% | +50.8% | -103.4% | -59.5% |
| All | +330.4% | -3.2% | +333.5% | +267.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling