+76.2%
MUB vs PODD
+751.0%
-674.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.1% | +0.3% |
| 7D | +0.4% | -9.1% | +9.5% | +0.5% |
| 30D | +3.9% | +7.3% | -3.4% | +3.8% |
| 3M | -0.2% | +3.7% | -3.9% | -0.3% |
| 6M | -0.4% | -2.7% | +2.3% | -0.4% |
| YTD | +0.5% | -47.2% | +47.7% | +0.9% |
| 1Y | +0.7% | -54.0% | +54.7% | +1.1% |
| 3Y | +11.1% | -3.3% | +14.4% | +10.9% |
| 5Y | +3.7% | -52.3% | +56.0% | +3.9% |
| 10Y | +22.9% | +322.4% | -299.4% | +22.3% |
| All | +76.2% | +751.0% | -674.8% | +71.6% |
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