+30.0%
MGY vs PODD
-24.5%
+54.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.3% |
| 7D | +3.5% | -10.5% | +14.1% | +4.4% |
| 30D | +5.3% | -9.0% | +14.3% | +6.0% |
| 3M | +2.6% | -11.5% | +14.2% | +3.4% |
| 6M | -3.3% | -44.7% | +41.5% | +1.2% |
| YTD | +29.2% | -53.6% | +82.8% | +37.5% |
| 1Y | +18.0% | -61.0% | +79.0% | +28.0% |
| 3Y | +30.0% | -24.7% | +54.7% | +29.5% |
| All | +30.0% | -24.5% | +54.6% | +29.5% |
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