+48.4%
CART vs PODD
-54.2%
+102.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +1.2% | -4.4% | +5.6% | +1.7% |
| 30D | +17.8% | +8.1% | +9.7% | +16.7% |
| 3M | +20.7% | +2.9% | +17.8% | +20.1% |
| 6M | +49.7% | -5.7% | +55.4% | +49.0% |
| YTD | +30.0% | -47.5% | +77.5% | +37.2% |
| 1Y | +48.4% | -55.7% | +104.1% | +57.8% |
| All | +48.4% | -54.2% | +102.6% | +57.8% |
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