-57.4%
PODD vs BURL
-9.5%
-47.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -2.3% |
| 7D | +1.6% | -2.8% | +4.4% | +1.8% |
| 30D | +10.7% | -28.2% | +38.8% | +14.1% |
| 3M | +0.7% | -17.6% | +18.3% | +2.3% |
| 6M | -39.3% | -11.8% | -27.5% | -38.8% |
| YTD | -48.1% | -8.1% | -40.0% | -48.0% |
| 1Y | -57.4% | -12.0% | -45.5% | -57.5% |
| All | -57.4% | -9.5% | -47.9% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 1y: compounded portfolio wealth divided by compounded BURL 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…
1y analysis · Full analysis span regression · 6 months rolling