+849.5%
MCD vs PODD
+770.9%
+78.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.4% |
| 7D | +7.3% | -4.4% | +11.7% | +7.8% |
| 30D | +20.0% | +9.4% | +10.5% | +18.8% |
| 3M | +3.8% | +3.6% | +0.2% | +3.4% |
| 6M | +3.8% | -4.0% | +7.7% | +3.6% |
| YTD | -5.9% | -47.9% | +42.0% | -0.2% |
| 1Y | -3.2% | -53.8% | +50.5% | +3.7% |
| 3Y | +13.3% | -4.5% | +17.8% | +10.9% |
| 5Y | +25.2% | -51.9% | +77.1% | +28.9% |
| 10Y | +213.3% | +308.9% | -95.6% | +155.3% |
| All | +849.5% | +770.9% | +78.5% | +532.4% |
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 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