-53.0%
PODD vs BUD
+45.2%
-98.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.8% | -3.3% |
| 7D | -4.1% | +0.8% | -4.9% | -4.4% |
| 30D | +0.8% | -4.8% | +5.6% | +2.5% |
| 3M | -6.1% | +1.4% | -7.5% | -6.8% |
| 6M | -40.0% | +9.9% | -49.8% | -42.5% |
| YTD | -49.9% | +26.3% | -76.3% | -54.9% |
| 1Y | -59.3% | +36.1% | -95.4% | -64.6% |
| 3Y | -17.2% | +48.6% | -65.8% | -32.3% |
| 5Y | -53.0% | +45.0% | -98.0% | -63.2% |
| All | -53.0% | +45.2% | -98.2% | -63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling