+55.6%
CVS vs PODD
-21.1%
+76.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.6% |
| 7D | -1.9% | -6.9% | +5.0% | -1.7% |
| 30D | -0.3% | -3.5% | +3.1% | -0.2% |
| 3M | -1.1% | -13.6% | +12.5% | -0.7% |
| 6M | +23.7% | -42.6% | +66.3% | +26.0% |
| YTD | +23.0% | -51.5% | +74.5% | +26.2% |
| 1Y | +37.2% | -60.9% | +98.1% | +41.8% |
| All | +55.6% | -21.1% | +76.7% | +49.1% |
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 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