+84.3%
MKSI vs PODD
-55.4%
+139.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.1% | +2.7% |
| 7D | +2.7% | -10.5% | +13.2% | +6.3% |
| 30D | -12.8% | -9.0% | -3.8% | -10.6% |
| 3M | -22.5% | -11.5% | -11.0% | -22.0% |
| 6M | +19.4% | -44.7% | +64.1% | +42.3% |
| YTD | +67.7% | -53.6% | +121.3% | +113.8% |
| 1Y | +131.4% | -61.0% | +192.4% | +215.7% |
| 3Y | +197.3% | -24.7% | +222.0% | +211.1% |
| All | +84.3% | -55.4% | +139.8% | +124.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling