+584.1%
MA vs PODD
+315.5%
+268.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -0.5% | -4.4% | +3.9% | +0.4% |
| 30D | +7.9% | +8.1% | -0.2% | +6.0% |
| 3M | +16.8% | +2.9% | +13.9% | +15.7% |
| 6M | +31.0% | -5.7% | +36.7% | +31.1% |
| YTD | +15.0% | -47.5% | +62.5% | +30.7% |
| 1Y | +17.0% | -55.7% | +72.7% | +38.0% |
| 3Y | +68.5% | -3.7% | +72.2% | +57.9% |
| 5Y | +85.0% | -52.6% | +137.6% | +100.1% |
| All | +584.1% | +315.5% | +268.6% | +341.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling