+73.9%
MUB vs PODD
+736.5%
-662.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | 0.0% |
| 7D | -0.9% | +1.6% | -2.5% | -0.9% |
| 30D | -1.4% | +10.7% | -12.1% | -1.5% |
| 3M | -2.2% | +0.7% | -2.9% | -2.2% |
| 6M | -1.9% | -39.3% | +37.4% | -1.6% |
| YTD | -0.8% | -48.1% | +47.3% | -0.4% |
| 1Y | +2.7% | -57.4% | +60.2% | +3.3% |
| 3Y | +8.6% | -23.3% | +31.8% | +8.6% |
| 5Y | +2.0% | -51.3% | +53.3% | +2.2% |
| 10Y | +17.9% | +242.0% | -224.1% | +17.4% |
| All | +73.9% | +736.5% | -662.6% | +69.4% |
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