+146.5%
MOD vs PODD
-3.5%
+149.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.3% | +7.6% | +9.6% |
| 7D | -13.9% | -2.5% | -11.5% | -13.9% |
| 30D | -41.5% | +10.7% | -52.3% | -42.8% |
| 3M | -45.7% | +6.1% | -51.9% | -46.6% |
| 6M | -61.1% | -2.8% | -58.3% | -61.8% |
| YTD | -20.5% | -47.3% | +26.8% | -7.8% |
| 1Y | -32.1% | -53.2% | +21.0% | -18.3% |
| 3Y | +146.5% | -2.0% | +148.5% | +101.6% |
| All | +146.5% | -3.5% | +149.9% | +101.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling