+779.7%
MSCI vs PODD
+324.2%
+455.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.4% | +0.2% |
| 7D | +1.5% | -2.5% | +3.9% | +2.1% |
| 30D | +14.4% | +10.7% | +3.7% | +11.2% |
| 3M | +15.2% | +6.1% | +9.1% | +13.1% |
| 6M | +11.2% | -2.8% | +14.0% | +10.3% |
| YTD | +13.9% | -47.3% | +61.2% | +33.0% |
| 1Y | +12.5% | -53.2% | +65.7% | +35.4% |
| 3Y | +32.3% | -2.0% | +34.3% | +21.2% |
| 5Y | +4.9% | -52.9% | +57.8% | +16.7% |
| 10Y | +779.7% | +321.1% | +458.7% | +463.7% |
| All | +779.7% | +324.2% | +455.6% | +463.7% |
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 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