+167.2%
MMM vs PODD
-3.5%
+170.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.4% | +1.6% |
| 7D | +5.8% | -2.5% | +8.2% | +6.1% |
| 30D | +17.9% | +10.7% | +7.2% | +16.7% |
| 3M | +3.6% | +6.1% | -2.5% | +2.9% |
| 6M | +32.9% | -2.8% | +35.7% | +32.4% |
| YTD | +19.5% | -47.3% | +66.8% | +29.9% |
| 1Y | +16.5% | -53.2% | +69.7% | +29.1% |
| 3Y | +167.2% | -2.0% | +169.2% | +169.8% |
| All | +167.2% | -3.5% | +170.6% | +169.8% |
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 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