-0.5%
MSFT vs PODD
-60.5%
+60.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.2% |
| 7D | -1.0% | -6.9% | +5.9% | -0.4% |
| 30D | -2.7% | -3.5% | +0.8% | -2.4% |
| 3M | +22.1% | -13.6% | +35.7% | +22.8% |
| 6M | +20.6% | -42.6% | +63.2% | +25.2% |
| YTD | +2.3% | -51.5% | +53.8% | +6.6% |
| 1Y | -0.5% | -60.9% | +60.4% | +4.5% |
| All | -0.5% | -60.5% | +60.0% | +4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling