-7.0%
MOS vs PODD
+315.5%
-322.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.5% |
| 7D | -2.6% | -4.4% | +1.8% | -2.0% |
| 30D | +13.5% | +8.1% | +5.4% | +12.3% |
| 3M | -2.9% | +2.9% | -5.8% | -3.4% |
| 6M | -1.0% | -5.7% | +4.7% | -1.1% |
| YTD | -7.2% | -47.5% | +40.3% | +0.2% |
| 1Y | -11.4% | -55.7% | +44.3% | -2.1% |
| 3Y | -29.0% | -3.7% | -25.2% | -30.7% |
| 5Y | -34.0% | -52.6% | +18.6% | -31.0% |
| All | -7.0% | +315.5% | -322.5% | -21.9% |
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