+137.3%
CTVA vs PODD
+43.1%
+94.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +2.3% |
| 7D | -20.8% | +4.1% | -24.8% | -21.2% |
| 30D | -29.6% | +13.9% | -43.5% | -30.9% |
| 3M | -16.9% | +4.1% | -21.0% | -17.5% |
| 6M | -24.3% | +2.4% | -26.7% | -25.2% |
| YTD | -5.6% | -46.4% | +40.7% | +2.1% |
| 1Y | -4.2% | -54.2% | +50.0% | +6.0% |
| 3Y | +43.3% | -6.9% | +50.1% | +39.7% |
| 5Y | +35.7% | -51.6% | +87.3% | +42.2% |
| All | +137.3% | +43.1% | +94.2% | +90.0% |
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