+121.1%
MSTR vs PODD
-4.1%
+125.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.6% | -3.2% |
| 7D | -13.4% | +4.1% | -17.5% | -14.7% |
| 30D | -22.1% | +13.9% | -35.9% | -25.5% |
| 3M | +15.0% | +4.1% | +10.8% | +13.1% |
| 6M | -37.3% | +2.4% | -39.7% | -39.8% |
| YTD | -26.5% | -46.4% | +19.8% | -6.1% |
| 1Y | -46.5% | -54.2% | +7.7% | -26.6% |
| 3Y | +121.1% | -6.9% | +127.9% | +138.2% |
| All | +121.1% | -4.1% | +125.2% | +138.2% |
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