+1,286.0%
MSTR vs PODD
+767.5%
+518.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -0.9% |
| 7D | +12.2% | +1.6% | +10.5% | +11.8% |
| 30D | +45.2% | +10.7% | +34.5% | +41.0% |
| 3M | +10.4% | +0.7% | +9.7% | +8.1% |
| 6M | -2.5% | -39.3% | +36.8% | +8.9% |
| YTD | -6.0% | -48.1% | +42.1% | +9.3% |
| 1Y | -56.4% | -57.4% | +1.0% | -46.8% |
| 3Y | +306.3% | -23.3% | +329.5% | +318.0% |
| 5Y | +100.5% | -51.3% | +151.7% | +134.4% |
| 10Y | +741.1% | +242.0% | +499.1% | +553.1% |
| All | +1,286.0% | +767.5% | +518.5% | +633.1% |
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 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