+339.6%
PODD vs CHD
+196.1%
+143.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.8% |
| 7D | +4.1% | +3.6% | +0.4% | +3.3% |
| 30D | +13.9% | +10.4% | +3.4% | +11.5% |
| 3M | +4.1% | +12.2% | -8.1% | +1.6% |
| 6M | +2.4% | +19.9% | -17.5% | -1.4% |
| YTD | -46.4% | +36.4% | -82.8% | -49.7% |
| 1Y | -54.2% | +35.1% | -89.3% | -57.0% |
| 3Y | -6.9% | +29.2% | -36.0% | -12.8% |
| 5Y | -51.6% | +33.4% | -85.0% | -55.4% |
| All | +339.6% | +196.1% | +143.5% | +279.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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