-52.0%
PODD vs RBA
+45.3%
-97.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.2% |
| 7D | +1.6% | -2.9% | +4.5% | +2.5% |
| 30D | +10.7% | -12.3% | +23.0% | +15.0% |
| 3M | +0.7% | -20.5% | +21.3% | +8.8% |
| 6M | -39.3% | -18.5% | -20.7% | -35.0% |
| YTD | -48.1% | -18.2% | -29.9% | -44.6% |
| 1Y | -57.4% | -27.5% | -29.9% | -53.2% |
| 3Y | -23.3% | +38.1% | -61.3% | -29.6% |
| All | -52.0% | +45.3% | -97.3% | -58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling