+0.8%
MUB vs PODD
-55.6%
+56.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.7% |
| 7D | -1.2% | -10.6% | +9.3% | -1.1% |
| 30D | -2.8% | -6.9% | +4.2% | -2.7% |
| 3M | -3.1% | -10.6% | +7.6% | -3.0% |
| 6M | -2.9% | -43.5% | +40.6% | -2.1% |
| YTD | -2.0% | -52.6% | +50.6% | -1.0% |
| 1Y | 0.0% | -60.1% | +60.1% | +1.3% |
| 3Y | +7.4% | -21.7% | +29.1% | +7.2% |
| 5Y | +0.8% | -54.6% | +55.3% | +0.8% |
| All | +0.8% | -55.6% | +56.4% | +0.8% |
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