+42.7%
MKSI vs PODD
-48.3%
+91.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +6.6% | -11.5% | -3.9% |
| 7D | -10.7% | +10.8% | -21.5% | -9.2% |
| 30D | -30.5% | +21.7% | -52.2% | -28.3% |
| 3M | -39.2% | -1.1% | -38.1% | -37.5% |
| 6M | -33.0% | -3.7% | -29.3% | -29.3% |
| YTD | +22.3% | -41.9% | +64.3% | +50.5% |
| 1Y | +42.7% | -48.5% | +91.2% | +84.8% |
| All | +42.7% | -48.3% | +91.0% | +84.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling