+5,218.4%
MA vs PODD
+761.8%
+4,456.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.2% | +5.7% | +0.8% |
| 7D | +2.3% | -2.1% | +4.4% | +2.7% |
| 30D | +14.7% | +9.0% | +5.6% | +12.6% |
| 3M | +13.5% | +5.2% | +8.3% | +12.1% |
| 6M | +33.1% | -3.2% | +36.3% | +32.6% |
| YTD | +15.1% | -48.5% | +63.5% | +29.2% |
| 1Y | +18.7% | -54.7% | +73.4% | +36.5% |
| 3Y | +72.1% | -7.8% | +79.9% | +65.9% |
| 5Y | +92.8% | -52.4% | +145.2% | +106.1% |
| 10Y | +571.6% | +315.9% | +255.8% | +348.6% |
| All | +5,218.4% | +761.8% | +4,456.6% | +2,335.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling