+1,855.5%
CMI vs PODD
+736.9%
+1,118.6%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.7% | +0.9% |
| 7D | +1.9% | -4.1% | +6.0% | +2.8% |
| 30D | -12.5% | +0.8% | -13.3% | -12.8% |
| 3M | -16.2% | -6.1% | -10.1% | -16.4% |
| 6M | +4.9% | -40.0% | +44.8% | +14.7% |
| YTD | +11.1% | -49.9% | +61.1% | +26.6% |
| 1Y | +43.4% | -59.3% | +102.7% | +70.7% |
| 3Y | +154.1% | -17.2% | +171.3% | +148.1% |
| 5Y | +169.5% | -53.0% | +222.5% | +187.7% |
| 10Y | +503.8% | +226.1% | +277.7% | +248.7% |
| All | +1,855.5% | +736.9% | +1,118.6% | +490.3% |
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 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