+102.8%
MSI vs PODD
-55.6%
+158.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.3% |
| 7D | -1.8% | -10.6% | +8.8% | +0.3% |
| 30D | -0.6% | -6.9% | +6.3% | +0.6% |
| 3M | +13.0% | -10.6% | +23.7% | +14.6% |
| 6M | +0.5% | -43.5% | +44.0% | +10.5% |
| YTD | +21.7% | -52.6% | +74.3% | +38.1% |
| 1Y | -2.6% | -60.1% | +57.5% | +14.0% |
| 3Y | +69.7% | -21.7% | +91.3% | +64.3% |
| 5Y | +102.8% | -54.6% | +157.4% | +115.5% |
| All | +102.8% | -55.6% | +158.4% | +115.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling