+308.9%
PODD vs RBA
+225.5%
+83.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | -4.4% | +3.2% | -7.6% | -5.3% |
| 30D | +9.4% | +12.0% | -2.6% | +5.3% |
| 3M | +3.6% | +2.9% | +0.8% | +2.4% |
| 6M | -4.0% | -6.3% | +2.3% | -1.5% |
| YTD | -47.9% | -5.9% | -42.0% | -46.9% |
| 1Y | -53.8% | -3.9% | -49.9% | -53.2% |
| 3Y | -4.5% | +64.9% | -69.4% | -20.2% |
| 5Y | -51.9% | +48.5% | -100.4% | -59.7% |
| 10Y | +308.9% | +211.8% | +97.1% | +142.4% |
| All | +308.9% | +225.5% | +83.4% | +142.4% |
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