+314.4%
MMM vs PODD
+767.5%
-453.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.4% |
| 7D | -3.3% | +1.6% | -4.9% | -3.5% |
| 30D | -7.0% | +10.7% | -17.7% | -8.3% |
| 3M | +10.8% | +0.7% | +10.1% | +10.0% |
| 6M | +5.8% | -39.3% | +45.1% | +11.7% |
| YTD | +6.8% | -48.1% | +54.9% | +15.0% |
| 1Y | +10.4% | -57.4% | +67.8% | +21.8% |
| 3Y | +104.7% | -23.3% | +127.9% | +105.2% |
| 5Y | +23.6% | -51.3% | +74.8% | +28.5% |
| 10Y | +54.1% | +242.0% | -187.9% | +15.3% |
| All | +314.4% | +767.5% | -453.2% | +123.2% |
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