-53.5%
PODD vs MDY
+45.3%
-98.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.1% |
| 7D | -6.9% | -0.8% | -6.1% | -6.2% |
| 30D | -3.5% | -3.9% | +0.4% | -0.1% |
| 3M | -13.6% | 0.0% | -13.5% | -13.8% |
| 6M | -42.6% | +8.5% | -51.2% | -47.4% |
| YTD | -51.5% | +13.2% | -64.7% | -57.4% |
| 1Y | -60.9% | +15.0% | -75.9% | -66.3% |
| 3Y | -19.8% | +49.6% | -69.4% | -48.8% |
| All | -53.5% | +45.3% | -98.8% | -68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling