+266.1%
CDW vs PODD
+223.9%
+42.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.5% | -1.7% | -4.4% |
| 7D | -3.9% | -4.1% | +0.2% | -3.0% |
| 30D | +6.9% | +0.8% | +6.1% | +6.7% |
| 3M | +7.7% | -6.1% | +13.8% | +8.8% |
| 6M | +18.3% | -40.0% | +58.3% | +30.6% |
| YTD | +7.8% | -49.9% | +57.7% | +23.3% |
| 1Y | -12.2% | -59.3% | +47.1% | +4.5% |
| 3Y | -28.9% | -17.2% | -11.7% | -29.4% |
| 5Y | -22.8% | -53.0% | +30.2% | -15.9% |
| 10Y | +266.1% | +226.1% | +40.0% | +179.3% |
| All | +266.1% | +223.9% | +42.2% | +179.3% |
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