+3.1%
MOS vs PODD
+761.8%
-758.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.2% | +6.3% | +1.3% |
| 7D | +21.6% | -2.1% | +23.7% | +22.1% |
| 30D | +12.0% | +9.0% | +2.9% | +10.1% |
| 3M | -3.9% | +5.2% | -9.1% | -5.0% |
| 6M | -3.3% | -3.2% | -0.2% | -4.1% |
| YTD | -4.6% | -48.5% | +43.8% | +6.1% |
| 1Y | -7.0% | -54.7% | +47.7% | +5.8% |
| 3Y | -24.4% | -7.8% | -16.6% | -26.7% |
| 5Y | -32.1% | -52.4% | +20.3% | -28.0% |
| 10Y | +10.3% | +315.9% | -305.5% | -31.3% |
| All | +3.1% | +761.8% | -758.8% | -59.7% |
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