+1,105.2%
MKSI vs PODD
+676.2%
+429.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.1% | +2.6% |
| 7D | +2.7% | -10.5% | +13.2% | +5.6% |
| 30D | -12.8% | -9.0% | -3.8% | -11.0% |
| 3M | -22.5% | -11.5% | -11.0% | -21.8% |
| 6M | +19.4% | -44.7% | +64.1% | +35.4% |
| YTD | +67.7% | -53.6% | +121.3% | +99.0% |
| 1Y | +131.4% | -61.0% | +192.4% | +187.5% |
| 3Y | +197.3% | -24.7% | +222.0% | +206.5% |
| 5Y | +87.0% | -55.5% | +142.4% | +114.0% |
| 10Y | +522.1% | +221.5% | +300.5% | +322.1% |
| All | +1,105.2% | +676.2% | +429.0% | +413.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling