+1,636.2%
CAT vs PODD
+767.5%
+868.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.1% |
| 7D | +1.7% | +1.6% | +0.1% | +1.4% |
| 30D | -6.6% | +10.7% | -17.2% | -8.5% |
| 3M | -13.3% | +0.7% | -14.0% | -14.6% |
| 6M | +11.6% | -39.3% | +50.9% | +20.6% |
| YTD | +42.9% | -48.1% | +91.1% | +58.9% |
| 1Y | +95.4% | -57.4% | +152.9% | +124.9% |
| 3Y | +196.6% | -23.3% | +219.8% | +194.3% |
| 5Y | +321.7% | -51.3% | +372.9% | +341.7% |
| 10Y | +1,140.8% | +242.0% | +898.8% | +674.2% |
| All | +1,636.2% | +767.5% | +868.7% | +567.5% |
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