+221.7%
PODD vs MTB
+172.9%
+48.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.8% | -2.4% |
| 7D | -10.6% | -0.4% | -10.1% | -10.5% |
| 30D | -6.9% | -4.6% | -2.3% | -6.1% |
| 3M | -10.6% | +7.4% | -18.1% | -11.9% |
| 6M | -43.5% | +18.7% | -62.1% | -45.4% |
| YTD | -52.6% | +21.1% | -73.7% | -54.5% |
| 1Y | -60.1% | +24.1% | -84.2% | -61.9% |
| 3Y | -21.7% | +115.3% | -137.0% | -33.5% |
| 5Y | -54.6% | +106.0% | -160.6% | -60.9% |
| All | +221.7% | +172.9% | +48.8% | +123.9% |
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