+690.7%
MSTR vs PODD
+223.9%
+466.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.5% | -0.9% | -3.0% |
| 7D | +9.3% | -4.1% | +13.4% | +11.3% |
| 30D | +36.5% | +0.8% | +35.7% | +35.7% |
| 3M | +7.3% | -6.1% | +13.4% | +7.0% |
| 6M | +2.2% | -40.0% | +42.2% | +21.9% |
| YTD | -10.2% | -49.9% | +39.8% | +15.6% |
| 1Y | -58.6% | -59.3% | +0.7% | -42.3% |
| 3Y | +283.2% | -17.2% | +300.4% | +281.8% |
| 5Y | +113.8% | -53.0% | +166.8% | +168.3% |
| 10Y | +690.7% | +226.1% | +464.6% | +552.1% |
| All | +690.7% | +223.9% | +466.9% | +552.1% |
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