+67.9%
MSFT vs PODD
-53.5%
+121.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -2.0% |
| 7D | +2.3% | -4.4% | +6.7% | +3.2% |
| 30D | -0.4% | +9.4% | -9.8% | -2.0% |
| 3M | +5.6% | +3.6% | +1.9% | +4.7% |
| 6M | +29.0% | -4.0% | +32.9% | +28.6% |
| YTD | +10.9% | -47.9% | +58.9% | +24.0% |
| 1Y | +6.2% | -53.8% | +60.0% | +21.2% |
| 3Y | +47.6% | -4.5% | +52.1% | +39.0% |
| 5Y | +67.9% | -51.9% | +119.8% | +85.7% |
| All | +67.9% | -53.5% | +121.5% | +85.7% |
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