+238.9%
CRM vs PODD
+223.0%
+15.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.0% | +4.0% | +2.5% |
| 7D | -4.4% | -10.5% | +6.1% | -1.4% |
| 30D | +28.1% | -9.0% | +37.2% | +31.6% |
| 3M | +48.8% | -11.5% | +60.4% | +52.6% |
| 6M | +28.3% | -44.7% | +73.0% | +48.8% |
| YTD | -6.0% | -53.6% | +47.6% | +14.3% |
| 1Y | +1.4% | -61.0% | +62.4% | +28.8% |
| 3Y | +11.8% | -24.7% | +36.6% | +12.3% |
| 5Y | -2.0% | -55.5% | +53.5% | +11.1% |
| All | +238.9% | +223.0% | +15.9% | +144.7% |
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