+671.4%
MSI vs PODD
+308.1%
+363.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | +7.4% | -4.4% | +11.8% | +8.1% |
| 30D | +18.7% | +9.4% | +9.3% | +16.5% |
| 3M | +14.5% | +3.6% | +10.8% | +13.3% |
| 6M | +38.1% | -4.0% | +42.1% | +37.6% |
| YTD | +38.7% | -47.9% | +86.6% | +53.9% |
| 1Y | +35.4% | -53.8% | +89.2% | +53.4% |
| 3Y | +75.1% | -4.5% | +79.6% | +66.3% |
| 5Y | +126.4% | -51.9% | +178.3% | +139.5% |
| 10Y | +671.4% | +308.9% | +362.5% | +460.3% |
| All | +671.4% | +308.1% | +363.3% | +460.3% |
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