+403.9%
MAS vs PODD
+870.7%
-466.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +6.6% | -0.9% | +4.0% |
| 7D | +14.2% | +10.8% | +3.4% | +11.2% |
| 30D | +26.8% | +21.7% | +5.1% | +20.6% |
| 3M | +13.1% | -1.1% | +14.2% | +12.4% |
| 6M | +27.9% | -3.7% | +31.6% | +27.1% |
| YTD | +38.7% | -41.9% | +80.6% | +56.1% |
| 1Y | +40.4% | -48.5% | +88.8% | +62.4% |
| 3Y | +66.1% | +1.5% | +64.6% | +55.3% |
| 5Y | +47.4% | -45.3% | +92.7% | +54.8% |
| 10Y | +238.3% | +368.4% | -130.1% | +72.3% |
| All | +403.9% | +870.7% | -466.8% | +36.6% |
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