-57.4%
PODD vs MKC
-23.4%
-34.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.9% |
| 7D | +1.6% | -5.9% | +7.5% | +2.8% |
| 30D | +10.7% | -0.9% | +11.5% | +10.9% |
| 3M | +0.7% | +12.7% | -12.0% | -0.5% |
| 6M | -39.3% | -19.3% | -20.0% | -39.4% |
| YTD | -48.1% | -22.2% | -26.0% | -47.9% |
| 1Y | -57.4% | -23.3% | -34.1% | -57.8% |
| All | -57.4% | -23.4% | -34.0% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 1y: compounded portfolio wealth divided by compounded MKC 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…
1y analysis · Full analysis span regression · 6 months rolling