+3,051.2%
CTAS vs PODD
+778.2%
+2,273.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +0.5% | -4.4% | +4.9% | +1.3% |
| 30D | +10.2% | +8.1% | +2.2% | +8.6% |
| 3M | +12.1% | +2.9% | +9.2% | +11.3% |
| 6M | +38.3% | -5.7% | +44.0% | +38.5% |
| YTD | +21.9% | -47.5% | +69.4% | +34.7% |
| 1Y | +24.0% | -55.7% | +79.7% | +41.0% |
| 3Y | +75.1% | -3.7% | +78.9% | +68.9% |
| 5Y | +116.9% | -52.6% | +169.5% | +130.4% |
| 10Y | +821.3% | +320.3% | +501.0% | +540.7% |
| All | +3,051.2% | +778.2% | +2,273.0% | +1,497.1% |
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