-53.3%
PODD vs CASY
+250.1%
-303.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.3% | -5.9% | -6.1% |
| 7D | -2.1% | +1.1% | -3.2% | -2.4% |
| 30D | +9.0% | +8.7% | +0.3% | +7.1% |
| 3M | +5.2% | -17.3% | +22.5% | +9.0% |
| 6M | -3.2% | -19.7% | +16.6% | +0.6% |
| YTD | -48.5% | +24.8% | -73.3% | -53.7% |
| 1Y | -54.7% | +31.9% | -86.6% | -60.2% |
| 3Y | -7.8% | +155.4% | -163.2% | -39.9% |
| All | -53.3% | +250.1% | -303.4% | -75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling