+824.1%
PODD vs BWA
+368.5%
+455.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.8% | -3.1% |
| 7D | +1.6% | +5.7% | -4.0% | -0.5% |
| 30D | +10.7% | +1.4% | +9.3% | +9.7% |
| 3M | +0.7% | -12.1% | +12.8% | +3.7% |
| 6M | -39.3% | +28.6% | -67.8% | -46.7% |
| YTD | -48.1% | +51.1% | -99.2% | -58.1% |
| 1Y | -57.4% | +55.9% | -113.3% | -66.1% |
| 3Y | -23.3% | +70.1% | -93.4% | -43.0% |
| 5Y | -51.3% | +90.7% | -141.9% | -66.6% |
| 10Y | +242.0% | +154.0% | +88.0% | +78.8% |
| All | +824.1% | +368.5% | +455.6% | +155.4% |
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 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