+14.9%
CART vs PODD
-57.0%
+71.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -1.0% |
| 7D | +1.0% | +1.6% | -0.6% | +0.9% |
| 30D | +12.6% | +10.7% | +1.9% | +11.3% |
| 3M | +23.1% | +0.7% | +22.4% | +22.2% |
| 6M | +39.5% | -39.3% | +78.8% | +48.8% |
| YTD | +13.5% | -48.1% | +61.7% | +24.2% |
| 1Y | +14.9% | -57.4% | +72.3% | +32.8% |
| All | +14.9% | -57.0% | +71.9% | +32.8% |
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