+218.9%
CTVA vs PODD
+26.4%
+192.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | 0.0% |
| 7D | -4.7% | -10.6% | +5.9% | -3.2% |
| 30D | +11.1% | -6.9% | +18.0% | +12.1% |
| 3M | +13.7% | -10.6% | +24.3% | +14.7% |
| 6M | +11.2% | -43.5% | +54.7% | +19.3% |
| YTD | +26.9% | -52.6% | +79.5% | +39.7% |
| 1Y | +18.8% | -60.1% | +78.9% | +33.9% |
| 3Y | +75.9% | -21.7% | +97.6% | +75.2% |
| 5Y | +105.2% | -54.6% | +159.8% | +116.3% |
| All | +218.9% | +26.4% | +192.6% | +159.9% |
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