+76.0%
MUB vs PODD
+749.7%
-673.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.2% | +0.1% |
| 7D | +1.0% | -2.5% | +3.5% | +1.1% |
| 30D | +3.9% | +10.7% | -6.9% | +3.8% |
| 3M | -0.4% | +6.1% | -6.5% | -0.4% |
| 6M | -0.6% | -2.8% | +2.3% | -0.6% |
| YTD | +0.4% | -47.3% | +47.7% | +0.8% |
| 1Y | +0.8% | -53.2% | +54.0% | +1.3% |
| 3Y | +11.3% | -2.0% | +13.3% | +11.2% |
| 5Y | +3.4% | -52.9% | +56.3% | +3.6% |
| 10Y | +21.9% | +321.1% | -299.1% | +21.3% |
| All | +76.0% | +749.7% | -673.7% | +71.4% |
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