+183.3%
CAT vs PODD
-52.5%
+235.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.2% | +7.1% | +1.4% |
| 7D | -10.3% | -2.1% | -8.2% | -10.2% |
| 30D | -31.2% | +9.0% | -40.2% | -31.8% |
| 3M | -34.7% | +5.2% | -39.8% | -35.1% |
| 6M | -39.5% | -3.2% | -36.3% | -39.9% |
| YTD | -1.7% | -48.5% | +46.8% | +5.0% |
| 1Y | -1.1% | -54.7% | +53.6% | +7.1% |
| 3Y | +143.9% | -7.8% | +151.7% | +138.1% |
| All | +183.3% | -52.5% | +235.8% | +204.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling