+411.5%
CAH vs PODD
+324.4%
+87.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.1% | +0.8% |
| 7D | +3.5% | +4.1% | -0.6% | +3.0% |
| 30D | +13.5% | +13.9% | -0.4% | +11.7% |
| 3M | +21.8% | +4.1% | +17.7% | +21.0% |
| 6M | +51.5% | +2.4% | +49.1% | +49.9% |
| YTD | +38.1% | -46.4% | +84.4% | +47.1% |
| 1Y | +37.7% | -54.2% | +91.9% | +49.4% |
| 3Y | +179.6% | -6.9% | +186.5% | +172.4% |
| 5Y | +504.9% | -51.6% | +556.5% | +525.6% |
| All | +411.5% | +324.4% | +87.2% | +292.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling