+365.5%
MMM vs PODD
+770.9%
-405.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.5% |
| 7D | +7.0% | -4.4% | +11.3% | +7.6% |
| 30D | +18.4% | +9.4% | +8.9% | +17.0% |
| 3M | +4.5% | +3.6% | +0.8% | +3.9% |
| 6M | +33.4% | -4.0% | +37.4% | +33.1% |
| YTD | +20.0% | -47.9% | +67.9% | +29.0% |
| 1Y | +15.0% | -53.8% | +68.8% | +25.6% |
| 3Y | +165.0% | -4.5% | +169.5% | +159.1% |
| 5Y | +47.9% | -51.9% | +99.8% | +54.2% |
| 10Y | +79.6% | +308.9% | -229.3% | +31.5% |
| All | +365.5% | +770.9% | -405.4% | +150.5% |
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