+57.4%
MDT vs PODD
-4.1%
+61.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.3% | +1.5% |
| 7D | +1.0% | +4.1% | -3.0% | +0.3% |
| 30D | +9.2% | +13.9% | -4.7% | +6.7% |
| 3M | +14.5% | +4.1% | +10.4% | +13.5% |
| 6M | +37.3% | +2.4% | +34.9% | +35.8% |
| YTD | +9.8% | -46.4% | +56.2% | +18.8% |
| 1Y | +10.5% | -54.2% | +64.7% | +22.0% |
| 3Y | +57.4% | -6.9% | +64.3% | +57.6% |
| All | +57.4% | -4.1% | +61.5% | +57.6% |
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 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