-17.2%
PODD vs RBA
+29.1%
-46.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.5% | -2.9% |
| 7D | -4.1% | -1.1% | -3.1% | -3.8% |
| 30D | +0.8% | -13.2% | +14.0% | +5.1% |
| 3M | -6.1% | -21.4% | +15.3% | +2.2% |
| 6M | -40.0% | -20.9% | -19.1% | -34.8% |
| YTD | -49.9% | -19.9% | -30.1% | -45.8% |
| 1Y | -59.3% | -28.7% | -30.6% | -55.0% |
| 3Y | -17.2% | +27.4% | -44.6% | -14.1% |
| All | -17.2% | +29.1% | -46.3% | -14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling