+505.6%
MA vs PODD
+223.9%
+281.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -0.7% |
| 7D | -1.8% | -4.1% | +2.4% | -0.9% |
| 30D | +1.4% | +0.8% | +0.6% | +1.1% |
| 3M | +17.7% | -6.1% | +23.8% | +18.2% |
| 6M | +9.7% | -40.0% | +49.6% | +20.8% |
| YTD | +0.5% | -49.9% | +50.4% | +15.2% |
| 1Y | -2.1% | -59.3% | +57.2% | +17.2% |
| 3Y | +40.1% | -17.2% | +57.3% | +35.9% |
| 5Y | +67.5% | -53.0% | +120.5% | +80.7% |
| 10Y | +505.6% | +226.1% | +279.5% | +339.5% |
| All | +505.6% | +223.9% | +281.7% | +339.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PODD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling