+700.3%
CAT vs PODD
+314.4%
+385.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.6% | +2.8% |
| 7D | +1.7% | -9.1% | +10.8% | +2.8% |
| 30D | -24.6% | +7.3% | -31.9% | -25.3% |
| 3M | -28.5% | +3.7% | -32.2% | -29.0% |
| 6M | -34.8% | -2.7% | -32.1% | -35.3% |
| YTD | +5.9% | -47.2% | +53.1% | +13.5% |
| 1Y | +6.8% | -54.0% | +60.8% | +16.5% |
| 3Y | +161.1% | -3.3% | +164.4% | +152.5% |
| 5Y | +213.4% | -52.3% | +265.7% | +227.6% |
| 10Y | +700.3% | +322.4% | +378.0% | +492.2% |
| All | +700.3% | +314.4% | +385.9% | +492.2% |
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