+287.5%
CAH vs PODD
+223.0%
+64.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.4% |
| 7D | -5.1% | -10.5% | +5.4% | -3.9% |
| 30D | +0.2% | -9.0% | +9.2% | +1.2% |
| 3M | +6.3% | -11.5% | +17.8% | +7.2% |
| 6M | +9.4% | -44.7% | +54.1% | +16.2% |
| YTD | +15.0% | -53.6% | +68.5% | +24.6% |
| 1Y | +55.4% | -61.0% | +116.4% | +71.6% |
| 3Y | +173.8% | -24.7% | +198.5% | +173.1% |
| 5Y | +395.2% | -55.5% | +450.7% | +416.5% |
| All | +287.5% | +223.0% | +64.5% | +216.7% |
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