+791.5%
PODD vs MKC
+319.4%
+472.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | -4.1% | -4.3% | +0.2% | -2.2% |
| 30D | +0.8% | -2.0% | +2.8% | +1.7% |
| 3M | -6.1% | +10.0% | -16.1% | -10.2% |
| 6M | -40.0% | -18.5% | -21.4% | -34.8% |
| YTD | -49.9% | -22.4% | -27.5% | -44.7% |
| 1Y | -59.3% | -23.6% | -35.7% | -54.9% |
| 3Y | -17.2% | -30.4% | +13.2% | -6.6% |
| 5Y | -53.0% | -34.2% | -18.8% | -46.6% |
| 10Y | +226.1% | +26.8% | +199.3% | +128.6% |
| All | +791.5% | +319.4% | +472.1% | +119.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling