-55.7%
PODD vs CAPR
+65.7%
-121.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.7% | +8.2% | -0.5% |
| 7D | -4.4% | +19.1% | -23.4% | -4.4% |
| 30D | +8.1% | +48.8% | -40.8% | +8.1% |
| 3M | +2.9% | +144.4% | -141.5% | +2.9% |
| 6M | -5.7% | -67.5% | +61.8% | -5.9% |
| YTD | -47.5% | -64.5% | +17.0% | -47.5% |
| 1Y | -55.7% | +74.4% | -130.1% | -55.5% |
| All | -55.7% | +65.7% | -121.4% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling