-7.5%
MSCI vs PODD
-51.3%
+43.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.2% |
| 7D | +0.4% | +1.6% | -1.2% | 0.0% |
| 30D | +0.6% | +10.7% | -10.1% | -1.9% |
| 3M | -7.1% | +0.7% | -7.8% | -8.3% |
| 6M | +0.8% | -39.3% | +40.1% | +12.2% |
| YTD | +1.0% | -48.1% | +49.1% | +16.9% |
| 1Y | +4.3% | -57.4% | +61.7% | +26.7% |
| 3Y | +9.9% | -23.3% | +33.2% | +7.8% |
| All | -7.5% | -51.3% | +43.8% | +8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling