+322.0%
CDW vs PODD
+314.4%
+7.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.9% | +1.9% |
| 7D | +2.6% | -9.1% | +11.6% | +4.8% |
| 30D | +20.4% | +7.3% | +13.1% | +18.7% |
| 3M | +28.5% | +3.7% | +24.8% | +27.5% |
| 6M | +70.6% | -2.7% | +73.3% | +70.7% |
| YTD | +29.1% | -47.2% | +76.3% | +46.3% |
| 1Y | +23.8% | -54.0% | +77.8% | +44.1% |
| 3Y | -14.5% | -3.3% | -11.2% | -17.5% |
| 5Y | -1.6% | -52.3% | +50.7% | +7.3% |
| 10Y | +322.0% | +322.4% | -0.4% | +198.6% |
| All | +322.0% | +314.4% | +7.6% | +198.6% |
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