+229.5%
PODD vs BWA
+151.4%
+78.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.7% |
| 7D | -6.9% | +0.1% | -7.0% | -6.9% |
| 30D | -3.5% | -5.6% | +2.1% | -2.4% |
| 3M | -13.6% | -10.7% | -2.9% | -12.0% |
| 6M | -42.6% | +23.2% | -65.8% | -46.7% |
| YTD | -51.5% | +46.0% | -97.5% | -57.5% |
| 1Y | -60.9% | +51.2% | -112.1% | -66.2% |
| 3Y | -19.8% | +69.6% | -89.3% | -34.4% |
| 5Y | -54.4% | +86.6% | -141.0% | -64.5% |
| All | +229.5% | +151.4% | +78.1% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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