+158.3%
CAT vs PODD
-4.1%
+162.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -3.0% | -0.9% |
| 7D | +7.4% | +4.1% | +3.4% | +7.3% |
| 30D | -19.7% | +13.9% | -33.5% | -20.1% |
| 3M | -29.6% | +4.1% | -33.7% | -29.7% |
| 6M | -33.2% | +2.4% | -35.6% | -33.7% |
| YTD | +5.7% | -46.4% | +52.0% | +12.3% |
| 1Y | +9.3% | -54.2% | +63.5% | +18.3% |
| 3Y | +158.3% | -6.9% | +165.2% | +159.7% |
| All | +158.3% | -4.1% | +162.4% | +159.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling