+840.0%
PODD vs BWA
+255.5%
+584.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.7% |
| 7D | -9.1% | +1.7% | -10.8% | -9.7% |
| 30D | +7.3% | -14.6% | +21.9% | +13.3% |
| 3M | +3.7% | -26.2% | +29.9% | +14.8% |
| 6M | -2.7% | -18.4% | +15.7% | +1.3% |
| YTD | -47.2% | +14.7% | -61.9% | -53.2% |
| 1Y | -54.0% | +13.3% | -67.4% | -59.0% |
| 3Y | -3.3% | +64.7% | -68.0% | -28.1% |
| 5Y | -52.3% | +32.2% | -84.5% | -62.6% |
| 10Y | +322.4% | +96.8% | +225.6% | +140.5% |
| All | +840.0% | +255.5% | +584.5% | +185.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling