+785.4%
MSCI vs PODD
+308.0%
+477.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.2% | +3.9% | -0.6% |
| 7D | +2.8% | -2.1% | +4.9% | +3.4% |
| 30D | +15.4% | +9.0% | +6.4% | +12.7% |
| 3M | +13.4% | +5.2% | +8.2% | +11.6% |
| 6M | +10.9% | -3.2% | +14.1% | +10.0% |
| YTD | +13.0% | -48.5% | +61.4% | +32.7% |
| 1Y | +12.0% | -54.7% | +66.7% | +36.1% |
| 3Y | +34.1% | -7.8% | +41.9% | +25.1% |
| 5Y | +3.9% | -52.4% | +56.3% | +15.1% |
| All | +785.4% | +308.0% | +477.4% | +472.2% |
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 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