+17.6%
MUB vs PODD
+218.3%
-200.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | -0.5% |
| 7D | -0.7% | -6.9% | +6.2% | -0.6% |
| 30D | -2.0% | -3.5% | +1.5% | -1.9% |
| 3M | -2.5% | -13.6% | +11.1% | -2.4% |
| 6M | -2.3% | -42.6% | +40.3% | -1.6% |
| YTD | -1.3% | -51.5% | +50.2% | -0.3% |
| 1Y | +1.1% | -60.9% | +62.0% | +2.5% |
| 3Y | +8.2% | -19.8% | +28.0% | +8.1% |
| 5Y | +1.5% | -54.4% | +55.8% | +1.9% |
| 10Y | +17.6% | +236.1% | -218.5% | +16.3% |
| All | +17.6% | +218.3% | -200.7% | +16.3% |
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