+5.6%
MSCI vs PODD
-51.4%
+57.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +0.8% |
| 7D | +3.0% | +4.1% | -1.1% | +2.0% |
| 30D | +17.8% | +13.9% | +3.9% | +14.3% |
| 3M | +15.2% | +4.1% | +11.1% | +13.9% |
| 6M | +16.5% | +2.4% | +14.0% | +14.3% |
| YTD | +16.4% | -46.4% | +62.7% | +33.3% |
| 1Y | +16.8% | -54.2% | +71.0% | +39.0% |
| 3Y | +35.8% | -6.9% | +42.6% | +25.6% |
| All | +5.6% | -51.4% | +57.0% | +30.8% |
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