+0.1%
CARR vs PODD
-23.0%
+23.1%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | +0.1% | -2.0% |
| 7D | -4.1% | -10.6% | +6.4% | -2.7% |
| 30D | -11.0% | -6.9% | -4.0% | -10.2% |
| 3M | -16.4% | -10.6% | -5.7% | -15.8% |
| 6M | -2.4% | -43.5% | +41.1% | +5.2% |
| YTD | +8.4% | -52.6% | +61.0% | +20.1% |
| 1Y | -8.0% | -60.1% | +52.1% | +4.8% |
| All | +0.1% | -23.0% | +23.1% | +2.0% |
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