-6.9%
PODD vs CAPR
+239.1%
-246.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.9% | +9.1% | +2.2% |
| 7D | +4.1% | +5.9% | -1.8% | +4.0% |
| 30D | +13.9% | +44.6% | -30.8% | +13.7% |
| 3M | +4.1% | +126.4% | -122.2% | +3.9% |
| 6M | +2.4% | -68.6% | +71.0% | +2.4% |
| YTD | -46.4% | -67.0% | +20.6% | -46.4% |
| 1Y | -54.2% | +65.2% | -119.3% | -54.3% |
| 3Y | -6.9% | +235.6% | -242.4% | -17.5% |
| All | -6.9% | +239.1% | -246.0% | -17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling