+425.9%
CARR vs PODD
+5.1%
+420.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | -1.4% |
| 7D | +0.6% | -6.9% | +7.5% | +2.0% |
| 30D | -8.7% | -3.5% | -5.2% | -8.1% |
| 3M | -18.4% | -13.6% | -4.8% | -16.9% |
| 6M | -0.6% | -42.6% | +42.0% | +9.1% |
| YTD | +10.9% | -51.5% | +62.4% | +25.7% |
| 1Y | -7.3% | -60.9% | +53.6% | +9.5% |
| 3Y | +2.9% | -19.8% | +22.7% | +1.7% |
| 5Y | +9.6% | -54.4% | +64.0% | +18.3% |
| All | +425.9% | +5.1% | +420.8% | +404.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling