-2.3%
MDB vs PODD
-22.0%
+19.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.1% | -2.0% | -3.6% |
| 7D | -17.4% | +1.6% | -19.1% | -17.7% |
| 30D | -2.0% | +10.7% | -12.7% | -4.2% |
| 3M | -3.0% | +0.7% | -3.7% | -4.4% |
| 6M | +48.7% | -39.3% | +88.0% | +65.8% |
| YTD | -12.1% | -48.1% | +36.0% | +1.8% |
| 1Y | +14.5% | -57.4% | +71.9% | +38.6% |
| All | -2.3% | -22.0% | +19.6% | +6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling