+1,094.4%
CAT vs PODD
+761.8%
+332.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.2% | +7.1% | +2.0% |
| 7D | -10.3% | -2.1% | -8.2% | -10.1% |
| 30D | -31.2% | +9.0% | -40.2% | -32.5% |
| 3M | -34.7% | +5.2% | -39.8% | -35.6% |
| 6M | -39.5% | -3.2% | -36.3% | -40.3% |
| YTD | -1.7% | -48.5% | +46.8% | +9.0% |
| 1Y | -1.1% | -54.7% | +53.6% | +12.2% |
| 3Y | +143.9% | -7.8% | +151.7% | +133.7% |
| 5Y | +194.8% | -52.4% | +247.2% | +209.5% |
| 10Y | +739.8% | +315.9% | +423.9% | +402.4% |
| All | +1,094.4% | +761.8% | +332.6% | +358.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling