+40.4%
MSTR vs PODD
-51.4%
+91.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.6% | -3.6% |
| 7D | -13.4% | +4.1% | -17.5% | -15.3% |
| 30D | -22.1% | +13.9% | -35.9% | -27.5% |
| 3M | +15.0% | +4.1% | +10.8% | +11.8% |
| 6M | -37.3% | +2.4% | -39.7% | -41.2% |
| YTD | -26.5% | -46.4% | +19.8% | +0.1% |
| 1Y | -46.5% | -54.2% | +7.7% | -20.1% |
| 3Y | +121.1% | -6.9% | +127.9% | +95.5% |
| All | +40.4% | -51.4% | +91.8% | +94.9% |
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