+835.4%
PODD vs MTB
+254.2%
+581.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -4.4% | 0.0% | -4.4% | -4.3% |
| 30D | +8.1% | +0.8% | +7.2% | +7.8% |
| 3M | +2.9% | -12.8% | +15.7% | +8.4% |
| 6M | -5.7% | +6.7% | -12.4% | -8.1% |
| YTD | -47.5% | +11.3% | -58.8% | -49.8% |
| 1Y | -55.7% | +20.2% | -75.8% | -58.9% |
| 3Y | -3.7% | +103.8% | -107.5% | -29.2% |
| 5Y | -52.6% | +60.9% | -113.5% | -63.0% |
| 10Y | +320.3% | +115.0% | +205.3% | +145.1% |
| All | +835.4% | +254.2% | +581.2% | +226.6% |
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