+662.2%
MSI vs PODD
+315.5%
+346.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +2.6% | -4.4% | +7.0% | +3.4% |
| 30D | +18.1% | +8.1% | +10.0% | +16.2% |
| 3M | +13.2% | +2.9% | +10.3% | +12.3% |
| 6M | +36.3% | -5.7% | +42.0% | +36.2% |
| YTD | +39.5% | -47.5% | +87.0% | +54.6% |
| 1Y | +36.9% | -55.7% | +92.6% | +56.4% |
| 3Y | +76.1% | -3.7% | +79.8% | +67.0% |
| 5Y | +123.7% | -52.6% | +176.3% | +137.4% |
| All | +662.2% | +315.5% | +346.7% | +442.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling