-23.2%
PODD vs RJF
+69.1%
-92.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.0% |
| 7D | -10.6% | -4.2% | -6.4% | -9.4% |
| 30D | -6.9% | -3.6% | -3.3% | -5.9% |
| 3M | -10.6% | +15.6% | -26.3% | -14.7% |
| 6M | -43.5% | +17.6% | -61.1% | -46.5% |
| YTD | -52.6% | +9.2% | -61.8% | -54.4% |
| 1Y | -60.1% | +5.5% | -65.6% | -61.2% |
| All | -23.2% | +69.1% | -92.2% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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