+824.1%
PODD vs CASY
+3,416.3%
-2,592.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +10.7% | -11.3% | +22.0% | +14.8% |
| 3M | +0.7% | -0.6% | +1.4% | -1.2% |
| 6M | -39.3% | +10.7% | -50.0% | -43.0% |
| YTD | -48.1% | +37.1% | -85.2% | -55.0% |
| 1Y | -57.4% | +52.3% | -109.7% | -64.6% |
| 3Y | -23.3% | +215.2% | -238.4% | -52.6% |
| 5Y | -51.3% | +276.5% | -327.8% | -72.1% |
| 10Y | +242.0% | +508.4% | -266.3% | +52.3% |
| All | +824.1% | +3,416.3% | -2,592.2% | +72.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling