+71.4%
MSFT vs PODD
-53.4%
+124.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.4% | -0.5% |
| 7D | -1.4% | -4.1% | +2.7% | -0.6% |
| 30D | -1.0% | +0.8% | -1.8% | -1.2% |
| 3M | +20.2% | -6.1% | +26.3% | +20.6% |
| 6M | +21.3% | -40.0% | +61.2% | +32.0% |
| YTD | +2.8% | -49.9% | +52.7% | +15.8% |
| 1Y | 0.0% | -59.3% | +59.3% | +17.0% |
| 3Y | +51.2% | -17.2% | +68.5% | +46.8% |
| 5Y | +71.4% | -53.0% | +124.4% | +87.6% |
| All | +71.4% | -53.4% | +124.9% | +87.6% |
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