-48.5%
PODD vs BURL
-4.6%
-43.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +7.7% | -1.1% | +5.6% |
| 7D | +10.8% | +10.4% | +0.4% | +9.6% |
| 30D | +21.7% | -4.9% | +26.6% | +21.8% |
| 3M | -1.1% | -29.8% | +28.7% | +2.7% |
| 6M | -3.7% | -16.5% | +12.7% | -2.9% |
| YTD | -41.9% | -10.5% | -31.4% | -42.2% |
| 1Y | -48.5% | -5.3% | -43.2% | -49.2% |
| All | -48.5% | -4.6% | -43.9% | -49.2% |
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