+44.7%
CART vs PODD
-12.3%
+57.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.2% | +6.7% | +1.2% |
| 7D | +3.0% | -2.1% | +5.1% | +3.2% |
| 30D | +28.6% | +9.0% | +19.5% | +27.7% |
| 3M | +29.1% | +5.2% | +23.9% | +28.7% |
| 6M | +44.7% | -3.2% | +47.9% | +45.8% |
| All | +44.7% | -12.3% | +57.0% | +45.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling