-52.3%
PODD vs BWA
+32.2%
-84.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +1.0% |
| 7D | -9.1% | +1.7% | -10.8% | -9.4% |
| 30D | +7.3% | -14.6% | +21.9% | +10.6% |
| 3M | +3.7% | -26.2% | +29.9% | +9.8% |
| 6M | -2.7% | -18.4% | +15.7% | -1.1% |
| YTD | -47.2% | +14.7% | -61.9% | -52.9% |
| 1Y | -54.0% | +13.3% | -67.4% | -58.8% |
| 3Y | -3.3% | +64.7% | -68.0% | -26.4% |
| 5Y | -52.3% | +32.2% | -84.5% | -64.4% |
| All | -52.3% | +32.2% | -84.6% | -64.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling