-37.6%
CAG vs PODD
-21.1%
-16.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.8% |
| 7D | -6.6% | -6.9% | +0.3% | -6.3% |
| 30D | +2.3% | -3.5% | +5.8% | +2.5% |
| 3M | +16.3% | -13.6% | +29.9% | +16.8% |
| 6M | -16.0% | -42.6% | +26.6% | -15.3% |
| YTD | -7.7% | -51.5% | +43.8% | -6.6% |
| 1Y | -16.0% | -60.9% | +44.9% | -14.6% |
| All | -37.6% | -21.1% | -16.4% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 3y: compounded portfolio wealth divided by compounded PODD 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…
3y analysis · Full analysis span regression · 6 months rolling