+235.5%
MXL vs PODD
+860.2%
-624.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.1% | +7.6% | +6.2% |
| 7D | +1.6% | +1.6% | 0.0% | +1.0% |
| 30D | -7.0% | +10.7% | -17.7% | -10.6% |
| 3M | -33.4% | +0.7% | -34.1% | -36.3% |
| 6M | +260.2% | -39.3% | +299.4% | +302.8% |
| YTD | +260.0% | -48.1% | +308.1% | +326.2% |
| 1Y | +303.5% | -57.4% | +360.9% | +413.2% |
| 3Y | +160.4% | -23.3% | +183.7% | +157.2% |
| 5Y | +14.7% | -51.3% | +66.0% | +30.2% |
| 10Y | +215.6% | +242.0% | -26.4% | +69.0% |
| All | +235.5% | +860.2% | -624.6% | -0.6% |
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