+554.8%
MA vs PODD
+324.2%
+230.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | 0.0% |
| 7D | -0.3% | -2.5% | +2.1% | +0.2% |
| 30D | +11.3% | +10.7% | +0.6% | +8.7% |
| 3M | +16.7% | +6.1% | +10.6% | +14.8% |
| 6M | +32.8% | -2.8% | +35.6% | +32.0% |
| YTD | +15.6% | -47.3% | +62.9% | +31.3% |
| 1Y | +19.6% | -53.2% | +72.7% | +39.2% |
| 3Y | +72.1% | -2.0% | +74.1% | +60.6% |
| 5Y | +96.0% | -52.9% | +149.0% | +112.5% |
| 10Y | +554.8% | +321.1% | +233.7% | +321.2% |
| All | +554.8% | +324.2% | +230.6% | +321.2% |
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