+824.1%
PODD vs MDY
+440.7%
+383.4%
-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% | -2.2% | -2.2% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +10.7% | -1.5% | +12.2% | +12.1% |
| 3M | +0.7% | +0.8% | 0.0% | -0.5% |
| 6M | -39.3% | +7.4% | -46.7% | -44.0% |
| YTD | -48.1% | +15.2% | -63.3% | -55.4% |
| 1Y | -57.4% | +16.5% | -74.0% | -63.9% |
| 3Y | -23.3% | +46.8% | -70.0% | -49.1% |
| 5Y | -51.3% | +46.0% | -97.3% | -67.2% |
| 10Y | +242.0% | +172.1% | +70.0% | +11.4% |
| All | +824.1% | +440.7% | +383.4% | +9.3% |
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 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