+76.6%
MSI vs PODD
-3.5%
+80.0%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.4% | +2.4% |
| 7D | +8.3% | -2.5% | +10.8% | +8.5% |
| 30D | +18.9% | +10.7% | +8.1% | +17.4% |
| 3M | +13.2% | +6.1% | +7.1% | +12.2% |
| 6M | +38.3% | -2.8% | +41.1% | +37.6% |
| YTD | +38.9% | -47.3% | +86.2% | +45.4% |
| 1Y | +36.7% | -53.2% | +89.8% | +44.7% |
| 3Y | +76.6% | -2.0% | +78.6% | +74.5% |
| All | +76.6% | -3.5% | +80.0% | +74.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling