+824.1%
PODD vs MTB
+286.6%
+537.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.0% |
| 7D | +1.6% | +1.7% | -0.1% | +0.9% |
| 30D | +10.7% | -4.2% | +14.9% | +12.4% |
| 3M | +0.7% | +8.9% | -8.1% | -2.5% |
| 6M | -39.3% | +10.9% | -50.2% | -41.8% |
| YTD | -48.1% | +21.5% | -69.6% | -52.1% |
| 1Y | -57.4% | +21.9% | -79.4% | -60.8% |
| 3Y | -23.3% | +109.2% | -132.5% | -44.3% |
| 5Y | -51.3% | +102.0% | -153.2% | -65.4% |
| 10Y | +242.0% | +171.9% | +70.1% | +78.1% |
| All | +824.1% | +286.6% | +537.5% | +211.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling