+154.1%
MAR vs PODD
-54.3%
+208.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.3% |
| 7D | -0.5% | -6.9% | +6.4% | +0.7% |
| 30D | -4.7% | -3.5% | -1.2% | -4.2% |
| 3M | -15.6% | -13.6% | -2.0% | -14.4% |
| 6M | +1.2% | -42.6% | +43.8% | +10.6% |
| YTD | +7.5% | -51.5% | +59.0% | +21.3% |
| 1Y | +26.6% | -60.9% | +87.5% | +48.6% |
| 3Y | +66.0% | -19.8% | +85.7% | +64.5% |
| 5Y | +154.1% | -54.4% | +208.5% | +164.9% |
| All | +154.1% | -54.3% | +208.4% | +164.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling