-55.3%
PODD vs MKTX
-60.5%
+5.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -2.0% | -2.0% |
| 7D | -10.5% | -0.2% | -10.3% | -10.5% |
| 30D | -9.0% | +0.7% | -9.8% | -9.2% |
| 3M | -11.5% | +40.8% | -52.3% | -19.0% |
| 6M | -44.7% | -8.0% | -36.8% | -43.6% |
| YTD | -53.6% | -8.7% | -44.8% | -52.6% |
| 1Y | -61.0% | -11.8% | -49.1% | -59.9% |
| 3Y | -24.7% | -24.0% | -0.7% | -22.9% |
| All | -55.3% | -60.5% | +5.2% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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