+2,185.3%
MSFT vs PODD
+767.5%
+1,417.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | 0.0% | -1.7% |
| 7D | -2.7% | +1.6% | -4.3% | -3.0% |
| 30D | +2.7% | +10.7% | -8.0% | +0.8% |
| 3M | +17.0% | +0.7% | +16.2% | +15.9% |
| 6M | +23.8% | -39.3% | +63.1% | +33.7% |
| YTD | +4.0% | -48.1% | +52.1% | +15.3% |
| 1Y | -0.8% | -57.4% | +56.6% | +13.6% |
| 3Y | +55.6% | -23.3% | +78.9% | +55.6% |
| 5Y | +72.9% | -51.3% | +124.2% | +83.4% |
| 10Y | +875.8% | +242.0% | +633.8% | +617.0% |
| All | +2,185.3% | +767.5% | +1,417.8% | +1,081.2% |
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