-22.2%
CDW vs PODD
-10.3%
-11.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.2% | +5.3% | +0.5% |
| 7D | +2.1% | -2.1% | +4.2% | +2.8% |
| 30D | +14.7% | +9.0% | +5.7% | +13.0% |
| 3M | +11.1% | +5.2% | +5.9% | +10.2% |
| 6M | +45.6% | -3.2% | +48.7% | +46.3% |
| YTD | +17.1% | -48.5% | +65.6% | +29.4% |
| 1Y | +13.2% | -54.7% | +67.9% | +27.5% |
| 3Y | -22.2% | -7.8% | -14.4% | -22.6% |
| All | -22.2% | -10.3% | -11.9% | -22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling