+55.0%
MSFT vs PODD
-22.0%
+77.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | 0.0% | -1.8% |
| 7D | -2.7% | +1.6% | -4.3% | -2.9% |
| 30D | +2.7% | +10.7% | -8.0% | +1.6% |
| 3M | +17.0% | +0.7% | +16.2% | +16.3% |
| 6M | +23.8% | -39.3% | +63.1% | +29.9% |
| YTD | +4.0% | -48.1% | +52.1% | +10.9% |
| 1Y | -0.8% | -57.4% | +56.6% | +7.9% |
| All | +55.0% | -22.0% | +77.0% | +58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling