+683.8%
CTAS vs PODD
+218.3%
+465.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.8% | +0.4% |
| 7D | +1.0% | -6.9% | +7.9% | +2.4% |
| 30D | -1.1% | -3.5% | +2.4% | -0.5% |
| 3M | +11.5% | -13.6% | +25.1% | +13.9% |
| 6M | +0.2% | -42.6% | +42.8% | +10.2% |
| YTD | +7.2% | -51.5% | +58.7% | +21.7% |
| 1Y | 0.0% | -60.9% | +60.9% | +18.1% |
| 3Y | +65.9% | -19.8% | +85.7% | +63.5% |
| 5Y | +109.6% | -54.4% | +163.9% | +126.0% |
| 10Y | +683.8% | +236.1% | +447.7% | +486.9% |
| All | +683.8% | +218.3% | +465.4% | +486.9% |
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