+2.9%
MOS vs PODD
+818.4%
-815.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.4% | +8.7% | +4.3% |
| 7D | +22.5% | +2.4% | +20.1% | +22.0% |
| 30D | +6.6% | +15.9% | -9.2% | +3.7% |
| 3M | -3.8% | +17.2% | -21.0% | -6.8% |
| 6M | -2.2% | -6.8% | +4.6% | -2.3% |
| YTD | -4.8% | -45.1% | +40.3% | +4.7% |
| 1Y | -11.7% | -50.3% | +38.6% | -1.3% |
| 3Y | -26.5% | -4.0% | -22.5% | -29.2% |
| 5Y | -32.2% | -49.3% | +17.1% | -28.9% |
| 10Y | +10.2% | +343.1% | -333.0% | -32.2% |
| All | +2.9% | +818.4% | -815.4% | -60.2% |
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 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