+66.2%
CART vs PODD
-54.7%
+120.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.2% | +6.7% | +1.4% |
| 7D | +3.0% | -2.1% | +5.1% | +3.2% |
| 30D | +28.6% | +9.0% | +19.5% | +27.2% |
| 3M | +29.1% | +5.2% | +23.9% | +28.3% |
| 6M | +44.7% | -3.2% | +47.9% | +43.5% |
| YTD | +29.2% | -48.5% | +77.7% | +38.3% |
| 1Y | +66.2% | -54.7% | +120.8% | +79.7% |
| All | +66.2% | -54.7% | +120.9% | +79.7% |
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