+855.4%
PODD vs MDY
+427.2%
+428.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.3% | +2.3% |
| 7D | +4.1% | +2.3% | +1.8% | +1.8% |
| 30D | +13.9% | +2.0% | +11.9% | +11.7% |
| 3M | +4.1% | -5.6% | +9.8% | +10.0% |
| 6M | +2.4% | +1.3% | +1.2% | +0.6% |
| YTD | -46.4% | +12.3% | -58.7% | -52.8% |
| 1Y | -54.2% | +15.8% | -70.0% | -60.8% |
| 3Y | -6.9% | +56.5% | -63.4% | -42.1% |
| 5Y | -51.6% | +35.1% | -86.7% | -64.8% |
| 10Y | +329.3% | +167.4% | +161.9% | +41.4% |
| All | +855.4% | +427.2% | +428.2% | +15.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling