+824.1%
PODD vs RBA
+509.5%
+314.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.2% |
| 7D | +1.6% | -2.9% | +4.5% | +2.8% |
| 30D | +10.7% | -12.3% | +23.0% | +16.1% |
| 3M | +0.7% | -20.5% | +21.3% | +10.5% |
| 6M | -39.3% | -18.5% | -20.7% | -34.2% |
| YTD | -48.1% | -18.2% | -29.9% | -44.1% |
| 1Y | -57.4% | -27.5% | -29.9% | -52.2% |
| 3Y | -23.3% | +38.1% | -61.3% | -34.4% |
| 5Y | -51.3% | +44.8% | -96.1% | -60.6% |
| 10Y | +242.0% | +187.1% | +54.9% | +96.3% |
| All | +824.1% | +509.5% | +314.6% | +233.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling