+855.4%
PODD vs BWA
+253.0%
+602.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | +4.1% | +4.3% | -0.2% | +2.5% |
| 30D | +13.9% | -13.0% | +26.9% | +19.4% |
| 3M | +4.1% | -24.8% | +28.9% | +14.5% |
| 6M | +2.4% | -23.5% | +26.0% | +9.5% |
| YTD | -46.4% | +13.8% | -60.2% | -52.3% |
| 1Y | -54.2% | +13.4% | -67.6% | -59.1% |
| 3Y | -6.9% | +62.8% | -69.6% | -30.4% |
| 5Y | -51.6% | +28.5% | -80.0% | -61.6% |
| 10Y | +329.3% | +95.4% | +233.9% | +145.0% |
| All | +855.4% | +253.0% | +602.4% | +191.0% |
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 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