+11.8%
CRM vs PODD
-24.5%
+36.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.0% | +4.0% | +2.3% |
| 7D | -4.4% | -10.5% | +6.1% | -2.5% |
| 30D | +28.1% | -9.0% | +37.2% | +30.4% |
| 3M | +48.8% | -11.5% | +60.4% | +51.4% |
| 6M | +28.3% | -44.7% | +73.0% | +40.3% |
| YTD | -6.0% | -53.6% | +47.6% | +5.6% |
| 1Y | +1.4% | -61.0% | +62.4% | +16.7% |
| 3Y | +11.8% | -24.7% | +36.6% | +18.5% |
| All | +11.8% | -24.5% | +36.4% | +18.5% |
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