-21.3%
PODD vs MDY
+48.7%
-70.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.3% |
| 7D | -6.9% | -0.8% | -6.1% | -6.4% |
| 30D | -3.5% | -3.9% | +0.4% | -0.9% |
| 3M | -13.6% | 0.0% | -13.5% | -13.8% |
| 6M | -42.6% | +8.5% | -51.2% | -46.4% |
| YTD | -51.5% | +13.2% | -64.7% | -56.2% |
| 1Y | -60.9% | +15.0% | -75.9% | -65.2% |
| All | -21.3% | +48.7% | -70.0% | -49.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling