+222.1%
MAS vs PODD
+334.8%
-112.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.4% | +1.9% | -2.4% |
| 7D | +4.6% | +2.4% | +2.2% | +4.1% |
| 30D | +19.9% | +15.9% | +4.0% | +16.8% |
| 3M | +8.9% | +17.2% | -8.3% | +5.7% |
| 6M | +20.2% | -6.8% | +27.0% | +20.4% |
| YTD | +33.9% | -45.1% | +79.0% | +47.3% |
| 1Y | +34.7% | -50.3% | +85.0% | +50.6% |
| 3Y | +60.4% | -4.0% | +64.4% | +54.8% |
| 5Y | +43.5% | -49.3% | +92.8% | +51.4% |
| All | +222.1% | +334.8% | -112.7% | +116.6% |
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 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