+889.2%
MSI vs PODD
+782.5%
+106.7%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.2% |
| 7D | +7.7% | -9.1% | +16.8% | +9.6% |
| 30D | +19.9% | +7.3% | +12.6% | +18.0% |
| 3M | +14.9% | +3.7% | +11.3% | +13.8% |
| 6M | +37.2% | -2.7% | +39.9% | +36.4% |
| YTD | +40.8% | -47.2% | +88.0% | +56.6% |
| 1Y | +38.1% | -54.0% | +92.2% | +57.5% |
| 3Y | +77.7% | -3.3% | +81.0% | +69.6% |
| 5Y | +129.0% | -52.3% | +181.3% | +144.5% |
| 10Y | +671.3% | +322.4% | +348.9% | +397.7% |
| All | +889.2% | +782.5% | +106.7% | +288.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling