+863.2%
CDW vs PODD
+375.6%
+487.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.6% |
| 7D | +3.2% | +1.6% | +1.6% | +2.9% |
| 30D | +9.3% | +10.7% | -1.4% | +7.1% |
| 3M | +9.8% | +0.7% | +9.1% | +9.2% |
| 6M | +23.3% | -39.3% | +62.6% | +34.5% |
| YTD | +13.7% | -48.1% | +61.8% | +27.4% |
| 1Y | -6.5% | -57.4% | +51.0% | +8.5% |
| 3Y | -25.2% | -23.3% | -2.0% | -24.5% |
| 5Y | -19.5% | -51.3% | +31.8% | -13.7% |
| 10Y | +285.8% | +242.0% | +43.8% | +193.4% |
| All | +863.2% | +375.6% | +487.7% | +598.0% |
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