+947.5%
MO vs PODD
+767.5%
+180.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.7% |
| 7D | +0.3% | +1.6% | -1.3% | +0.2% |
| 30D | +0.6% | +10.7% | -10.0% | -0.1% |
| 3M | -1.0% | +0.7% | -1.7% | -1.2% |
| 6M | +4.3% | -39.3% | +43.6% | +7.2% |
| YTD | +23.3% | -48.1% | +71.4% | +27.9% |
| 1Y | +10.5% | -57.4% | +67.9% | +15.9% |
| 3Y | +96.3% | -23.3% | +119.5% | +95.8% |
| 5Y | +98.9% | -51.3% | +150.1% | +102.0% |
| 10Y | +103.6% | +242.0% | -138.4% | +75.7% |
| All | +947.5% | +767.5% | +180.0% | +686.3% |
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