+44.5%
MAS vs PODD
-53.5%
+98.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.1% |
| 7D | +3.6% | -4.4% | +8.0% | +4.5% |
| 30D | +23.8% | +9.4% | +14.4% | +21.8% |
| 3M | +14.4% | +3.6% | +10.8% | +13.6% |
| 6M | +19.7% | -4.0% | +23.7% | +19.5% |
| YTD | +36.0% | -47.9% | +83.9% | +52.3% |
| 1Y | +40.4% | -53.8% | +94.1% | +60.6% |
| 3Y | +58.9% | -4.5% | +63.5% | +51.6% |
| 5Y | +44.5% | -51.9% | +96.4% | +53.4% |
| All | +44.5% | -53.5% | +98.1% | +53.4% |
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