+215.2%
PODD vs MDY
+177.2%
+38.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.6% |
| 7D | -10.5% | -1.9% | -8.7% | -9.2% |
| 30D | -9.0% | -4.6% | -4.4% | -5.7% |
| 3M | -11.5% | -1.2% | -10.3% | -10.9% |
| 6M | -44.7% | +9.2% | -54.0% | -48.8% |
| YTD | -53.6% | +13.1% | -66.6% | -58.2% |
| 1Y | -61.0% | +13.0% | -74.0% | -64.9% |
| 3Y | -24.7% | +49.2% | -73.9% | -46.2% |
| 5Y | -55.5% | +47.2% | -102.7% | -67.5% |
| All | +215.2% | +177.2% | +38.1% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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