+48.2%
MMM vs PODD
-52.5%
+100.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +16.6% |
| 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% | +28.2% |
| 1Y | +16.5% | -53.2% | +69.7% | +26.9% |
| 3Y | +167.2% | -2.0% | +169.2% | +162.4% |
| 5Y | +48.2% | -52.9% | +101.2% | +52.8% |
| All | +48.2% | -52.5% | +100.7% | +52.8% |
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 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