+64.6%
MAR vs PODD
-20.7%
+85.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -1.9% |
| 7D | -1.7% | -4.1% | +2.4% | -1.2% |
| 30D | -6.9% | +0.8% | -7.7% | -7.1% |
| 3M | -15.8% | -6.1% | -9.7% | -16.0% |
| 6M | +1.9% | -40.0% | +41.9% | +9.2% |
| YTD | +6.6% | -49.9% | +56.6% | +17.7% |
| 1Y | +23.7% | -59.3% | +83.0% | +40.9% |
| 3Y | +64.6% | -17.2% | +81.8% | +64.9% |
| All | +64.6% | -20.7% | +85.3% | +64.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling