+180.0%
MCD vs PODD
+223.9%
-43.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.6% | +0.5% |
| 7D | -2.0% | -4.1% | +2.1% | -1.6% |
| 30D | -6.1% | +0.8% | -6.9% | -6.3% |
| 3M | -7.3% | -6.1% | -1.2% | -7.1% |
| 6M | -20.9% | -40.0% | +19.0% | -16.7% |
| YTD | -14.7% | -49.9% | +35.3% | -8.2% |
| 1Y | -16.1% | -59.3% | +43.2% | -7.6% |
| 3Y | -1.5% | -17.2% | +15.7% | -3.1% |
| 5Y | +20.4% | -53.0% | +73.4% | +24.7% |
| 10Y | +180.0% | +226.1% | -46.1% | +144.6% |
| All | +180.0% | +223.9% | -43.9% | +144.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling