+596.9%
MSI vs PODD
+218.3%
+378.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.1% |
| 7D | -4.0% | -6.9% | +2.9% | -2.7% |
| 30D | -0.5% | -3.5% | +3.0% | +0.2% |
| 3M | +11.4% | -13.6% | +25.0% | +13.7% |
| 6M | +1.0% | -42.6% | +43.6% | +10.6% |
| YTD | +20.7% | -51.5% | +72.1% | +36.1% |
| 1Y | -2.7% | -60.9% | +58.2% | +14.1% |
| 3Y | +68.2% | -19.8% | +88.0% | +65.1% |
| 5Y | +100.0% | -54.4% | +154.3% | +114.2% |
| 10Y | +596.9% | +236.1% | +360.8% | +378.7% |
| All | +596.9% | +218.3% | +378.6% | +378.7% |
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 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