+180.2%
CAH vs PODD
-21.1%
+201.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | 0.0% |
| 7D | -2.2% | -6.9% | +4.7% | -1.7% |
| 30D | +1.2% | -3.5% | +4.6% | +1.4% |
| 3M | +13.1% | -13.6% | +26.7% | +13.9% |
| 6M | +8.5% | -42.6% | +51.1% | +13.2% |
| YTD | +17.6% | -51.5% | +69.1% | +24.7% |
| 1Y | +60.7% | -60.9% | +121.6% | +73.9% |
| All | +180.2% | -21.1% | +201.3% | +155.6% |
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