+226.1%
PODD vs RBA
+182.6%
+43.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.5% | -2.8% |
| 7D | -4.1% | -1.1% | -3.1% | -3.7% |
| 30D | +0.8% | -13.2% | +14.0% | +5.7% |
| 3M | -6.1% | -21.4% | +15.3% | +2.5% |
| 6M | -40.0% | -20.9% | -19.1% | -34.8% |
| YTD | -49.9% | -19.9% | -30.1% | -46.0% |
| 1Y | -59.3% | -28.7% | -30.6% | -54.6% |
| 3Y | -17.2% | +27.4% | -44.6% | -25.0% |
| 5Y | -53.0% | +41.7% | -94.7% | -60.4% |
| 10Y | +226.1% | +189.6% | +36.5% | +82.9% |
| All | +226.1% | +182.6% | +43.6% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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