+760.4%
MCD vs PODD
+767.5%
-7.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.5% | -1.3% |
| 7D | -2.8% | +1.6% | -4.4% | -3.0% |
| 30D | -6.0% | +10.7% | -16.7% | -7.0% |
| 3M | -5.6% | +0.7% | -6.3% | -6.1% |
| 6M | -21.9% | -39.3% | +17.4% | -18.4% |
| YTD | -14.7% | -48.1% | +33.4% | -9.5% |
| 1Y | -17.3% | -57.4% | +40.2% | -10.6% |
| 3Y | -2.2% | -23.3% | +21.1% | -2.3% |
| 5Y | +20.3% | -51.3% | +71.6% | +23.6% |
| 10Y | +180.7% | +242.0% | -61.3% | +132.0% |
| All | +760.4% | +767.5% | -7.2% | +473.6% |
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