+940.6%
CDW vs PODD
+383.1%
+557.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.3% | +2.6% | +4.4% |
| 7D | +9.3% | -2.5% | +11.8% | +10.0% |
| 30D | +15.8% | +10.7% | +5.0% | +13.6% |
| 3M | +21.8% | +6.1% | +15.7% | +20.4% |
| 6M | +58.8% | -2.8% | +61.6% | +58.9% |
| YTD | +22.8% | -47.3% | +70.1% | +37.3% |
| 1Y | +17.9% | -53.2% | +71.1% | +34.6% |
| 3Y | -17.4% | -2.0% | -15.4% | -19.9% |
| 5Y | -5.7% | -52.9% | +47.2% | +1.8% |
| 10Y | +319.5% | +321.1% | -1.6% | +211.2% |
| All | +940.6% | +383.1% | +557.4% | +652.2% |
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