+543.6%
MCHP vs PODD
+736.9%
-193.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.5% | -0.3% |
| 7D | +2.8% | -4.1% | +6.9% | +3.7% |
| 30D | -12.8% | +0.8% | -13.6% | -13.1% |
| 3M | -19.2% | -6.1% | -13.1% | -19.3% |
| 6M | +14.5% | -40.0% | +54.5% | +25.0% |
| YTD | +17.1% | -49.9% | +67.1% | +33.1% |
| 1Y | +15.3% | -59.3% | +74.6% | +36.8% |
| 3Y | +0.5% | -17.2% | +17.7% | +0.9% |
| 5Y | +6.1% | -53.0% | +59.1% | +17.2% |
| 10Y | +192.2% | +226.1% | -33.9% | +121.7% |
| All | +543.6% | +736.9% | -193.3% | +230.1% |
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