+321.1%
PODD vs CASY
+551.3%
-230.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +2.1% |
| 7D | -2.5% | +3.6% | -6.1% | -3.3% |
| 30D | +10.7% | +7.2% | +3.5% | +8.9% |
| 3M | +6.1% | -16.9% | +23.0% | +10.2% |
| 6M | -2.8% | -19.3% | +16.5% | +0.6% |
| YTD | -47.3% | +25.6% | -72.9% | -51.9% |
| 1Y | -53.2% | +30.2% | -83.3% | -57.8% |
| 3Y | -2.0% | +154.9% | -156.9% | -29.1% |
| 5Y | -52.9% | +252.1% | -305.1% | -69.4% |
| 10Y | +321.1% | +535.8% | -214.8% | +133.2% |
| All | +321.1% | +551.3% | -230.3% | +133.2% |
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