+1,126.0%
CAT vs PODD
+223.9%
+902.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.6% | +1.5% |
| 7D | +5.6% | -4.1% | +9.7% | +6.1% |
| 30D | -2.3% | +0.8% | -3.1% | -2.5% |
| 3M | -10.0% | -6.1% | -3.9% | -10.1% |
| 6M | +21.2% | -40.0% | +61.2% | +28.0% |
| YTD | +44.4% | -49.9% | +94.4% | +56.1% |
| 1Y | +96.3% | -59.3% | +155.6% | +117.6% |
| 3Y | +203.9% | -17.2% | +221.2% | +199.5% |
| 5Y | +333.5% | -53.0% | +386.5% | +353.5% |
| 10Y | +1,126.0% | +226.1% | +899.9% | +815.7% |
| All | +1,126.0% | +223.9% | +902.2% | +815.7% |
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 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