-53.2%
PODD vs CASY
+30.1%
-83.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +2.3% |
| 7D | -2.5% | +3.6% | -6.1% | -2.3% |
| 30D | +10.7% | +7.2% | +3.5% | +11.2% |
| 3M | +6.1% | -16.9% | +23.0% | +4.2% |
| 6M | -2.8% | -19.3% | +16.5% | -2.2% |
| YTD | -47.3% | +25.6% | -72.9% | -49.1% |
| All | -53.2% | +30.1% | -83.3% | -55.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling