+74.1%
CTAS vs PODD
-3.5%
+77.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -1.9% | +0.1% |
| 7D | -0.7% | -2.5% | +1.8% | -0.4% |
| 30D | +10.3% | +10.7% | -0.5% | +8.8% |
| 3M | +10.2% | +6.1% | +4.1% | +9.2% |
| 6M | +34.4% | -2.8% | +37.2% | +34.1% |
| YTD | +19.6% | -47.3% | +66.9% | +27.9% |
| 1Y | +21.8% | -53.2% | +75.0% | +31.9% |
| 3Y | +74.1% | -2.0% | +76.1% | +67.4% |
| All | +74.1% | -3.5% | +77.6% | +67.4% |
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