-4.6%
CARR vs PODD
-57.0%
+52.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.1% | +1.1% |
| 7D | +1.6% | +1.6% | -0.1% | +1.5% |
| 30D | -8.7% | +10.7% | -19.4% | -9.1% |
| 3M | -12.6% | +0.7% | -13.3% | -13.0% |
| 6M | -1.5% | -39.3% | +37.7% | +0.3% |
| YTD | +14.3% | -48.1% | +62.4% | +17.3% |
| 1Y | -4.6% | -57.4% | +52.9% | -0.7% |
| All | -4.6% | -57.0% | +52.5% | -0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling