+148.1%
MTZ vs PODD
-22.7%
+170.8%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.2% | +2.5% |
| 7D | -1.6% | +1.6% | -3.2% | -1.9% |
| 30D | -11.1% | +10.7% | -21.8% | -13.0% |
| 3M | -36.7% | +0.7% | -37.4% | -38.1% |
| 6M | -21.9% | -39.3% | +17.3% | -12.5% |
| YTD | +9.1% | -48.1% | +57.2% | +28.0% |
| 1Y | +30.0% | -57.4% | +87.4% | +61.5% |
| All | +148.1% | -22.7% | +170.8% | +141.1% |
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 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