+330.4%
PODD vs BWA
+94.6%
+235.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -4.4% | +7.3% | -11.7% | -5.8% |
| 30D | +8.1% | -15.8% | +23.9% | +11.9% |
| 3M | +2.9% | -25.7% | +28.7% | +9.1% |
| 6M | -5.7% | -19.6% | +13.9% | -3.3% |
| YTD | -47.5% | +14.1% | -61.5% | -51.7% |
| 1Y | -55.7% | +12.2% | -67.8% | -59.0% |
| 3Y | -3.7% | +63.8% | -67.6% | -21.4% |
| 5Y | -52.6% | +28.7% | -81.3% | -60.0% |
| All | +330.4% | +94.6% | +235.7% | +188.0% |
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