+516.7%
CAH vs PODD
-51.4%
+568.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +11.9% |
| 3M | +21.8% | +4.1% | +17.7% | +21.1% |
| 6M | +51.5% | +2.4% | +49.1% | +50.0% |
| YTD | +38.1% | -46.4% | +84.4% | +46.8% |
| 1Y | +37.7% | -54.2% | +91.9% | +48.9% |
| 3Y | +179.6% | -6.9% | +186.5% | +171.6% |
| All | +516.7% | -51.4% | +568.1% | +524.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling