+73.5%
CART vs PODD
-12.2%
+85.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +1.2% | -4.4% | +5.6% | +2.0% |
| 30D | +17.8% | +8.1% | +9.7% | +16.1% |
| 3M | +20.7% | +2.9% | +17.8% | +19.9% |
| 6M | +49.7% | -5.7% | +55.4% | +49.6% |
| YTD | +30.0% | -47.5% | +77.5% | +45.2% |
| 1Y | +48.4% | -55.7% | +104.1% | +71.2% |
| 3Y | +132.0% | -3.7% | +135.7% | +126.5% |
| All | +73.5% | -12.2% | +85.7% | +72.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling