+2,417.1%
MSCI vs PODD
+536.5%
+1,880.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.8% |
| 3M | -7.1% | +0.7% | -7.8% | -8.2% |
| 6M | +0.8% | -39.3% | +40.1% | +11.0% |
| YTD | +1.0% | -48.1% | +49.1% | +15.0% |
| 1Y | +4.3% | -57.4% | +61.7% | +23.8% |
| 3Y | +9.9% | -23.3% | +33.2% | +9.5% |
| 5Y | -6.8% | -51.3% | +44.5% | +1.1% |
| 10Y | +614.7% | +242.0% | +372.6% | +390.4% |
| All | +2,417.1% | +536.5% | +1,880.6% | +962.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling