+198.6%
PM vs PODD
+223.9%
-25.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +1.5% |
| 7D | -1.3% | -4.1% | +2.8% | -1.0% |
| 30D | -2.6% | +0.8% | -3.3% | -2.7% |
| 3M | +5.8% | -6.1% | +11.9% | +5.9% |
| 6M | +10.6% | -40.0% | +50.5% | +14.5% |
| YTD | +17.2% | -49.9% | +67.1% | +23.1% |
| 1Y | +17.6% | -59.3% | +76.9% | +25.5% |
| 3Y | +124.3% | -17.2% | +141.5% | +121.5% |
| 5Y | +125.1% | -53.0% | +178.1% | +130.4% |
| 10Y | +198.6% | +226.1% | -27.5% | +178.3% |
| All | +198.6% | +223.9% | -25.3% | +178.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling