+618.6%
MSCI vs PODD
+239.0%
+379.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.3% |
| 7D | +0.4% | +1.6% | -1.2% | 0.0% |
| 30D | +0.6% | +10.7% | -10.1% | -2.3% |
| 3M | -7.1% | +0.7% | -7.8% | -8.5% |
| 6M | +0.8% | -39.3% | +40.1% | +13.2% |
| YTD | +1.0% | -48.1% | +49.1% | +18.3% |
| 1Y | +4.3% | -57.4% | +61.7% | +28.5% |
| 3Y | +9.9% | -23.3% | +33.2% | +8.3% |
| 5Y | -6.8% | -51.3% | +44.5% | +2.4% |
| All | +618.6% | +239.0% | +379.6% | +406.9% |
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