-51.3%
PODD vs RCAT
+181.8%
-233.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -2.0% |
| 7D | +1.6% | -1.4% | +3.0% | +1.7% |
| 30D | +10.7% | -3.3% | +14.0% | +10.7% |
| 3M | +0.7% | -43.2% | +43.9% | +2.0% |
| 6M | -39.3% | -43.2% | +3.9% | -38.8% |
| YTD | -48.1% | +5.5% | -53.7% | -48.9% |
| 1Y | -57.4% | -1.6% | -55.8% | -58.3% |
| 3Y | -23.3% | +773.7% | -797.0% | -31.4% |
| All | -51.3% | +181.8% | -233.1% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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