+236.1%
PODD vs CASY
+468.0%
-231.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -14.2% | +11.2% | +0.3% |
| 7D | -6.9% | -16.5% | +9.6% | -3.1% |
| 30D | -3.5% | -26.4% | +22.9% | +3.4% |
| 3M | -13.6% | -17.3% | +3.7% | -11.2% |
| 6M | -42.6% | -5.2% | -37.4% | -43.5% |
| YTD | -51.5% | +14.1% | -65.6% | -54.7% |
| 1Y | -60.9% | +16.6% | -77.5% | -63.9% |
| 3Y | -19.8% | +163.7% | -183.5% | -43.3% |
| 5Y | -54.4% | +231.3% | -285.7% | -70.2% |
| 10Y | +236.1% | +462.9% | -226.8% | +86.4% |
| All | +236.1% | +468.0% | -231.9% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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