+501.4%
MTZ vs PODD
+308.0%
+193.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -6.2% | +15.7% | +10.9% |
| 7D | -6.4% | -2.1% | -4.3% | -6.4% |
| 30D | -22.1% | +9.0% | -31.1% | -24.1% |
| 3M | -32.7% | +5.2% | -37.9% | -34.2% |
| 6M | -59.8% | -3.2% | -56.7% | -60.8% |
| YTD | -19.9% | -48.5% | +28.5% | -8.2% |
| 1Y | -11.5% | -54.7% | +43.2% | +4.9% |
| 3Y | +258.1% | -7.8% | +265.9% | +242.6% |
| 5Y | +85.5% | -52.4% | +138.0% | +102.7% |
| All | +501.4% | +308.0% | +193.4% | +276.5% |
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