+110.9%
MO vs PODD
+223.0%
-112.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.4% |
| 7D | +0.1% | -10.5% | +10.7% | +0.7% |
| 30D | +7.1% | -9.0% | +16.2% | +7.7% |
| 3M | -2.0% | -11.5% | +9.6% | -1.5% |
| 6M | +7.3% | -44.7% | +52.0% | +10.1% |
| YTD | +23.5% | -53.6% | +77.0% | +27.8% |
| 1Y | +11.0% | -61.0% | +72.0% | +15.8% |
| 3Y | +95.0% | -24.7% | +119.7% | +94.1% |
| 5Y | +100.6% | -55.5% | +156.1% | +103.7% |
| All | +110.9% | +223.0% | -112.1% | +93.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling