+339.6%
PODD vs MTB
+115.1%
+224.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +2.0% |
| 7D | +4.1% | +1.5% | +2.5% | +3.8% |
| 30D | +13.9% | +2.3% | +11.5% | +13.4% |
| 3M | +4.1% | -12.1% | +16.2% | +6.9% |
| 6M | +2.4% | +9.8% | -7.4% | +0.6% |
| YTD | -46.4% | +12.0% | -58.4% | -47.6% |
| 1Y | -54.2% | +22.0% | -76.2% | -56.0% |
| 3Y | -6.9% | +107.6% | -114.5% | -20.0% |
| 5Y | -51.6% | +61.9% | -113.4% | -56.6% |
| All | +339.6% | +115.1% | +224.4% | +278.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 10y: compounded portfolio wealth divided by compounded MTB 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…
10y analysis · Full analysis span regression · 6 months rolling