+10.7%
CARR vs PODD
-55.4%
+66.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.0% | +3.5% | +1.8% |
| 7D | -3.8% | -10.5% | +6.8% | -1.7% |
| 30D | -8.9% | -9.0% | +0.1% | -7.3% |
| 3M | -17.3% | -11.5% | -5.8% | -16.3% |
| 6M | -1.4% | -44.7% | +43.4% | +9.5% |
| YTD | +10.0% | -53.6% | +63.6% | +26.5% |
| 1Y | -6.4% | -61.0% | +54.6% | +11.5% |
| 3Y | +1.5% | -24.7% | +26.3% | +1.0% |
| All | +10.7% | -55.4% | +66.1% | +20.2% |
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