-52.3%
PODD vs RRC
+135.4%
-187.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.1% |
| 7D | -9.1% | -0.5% | -8.6% | -9.0% |
| 30D | +7.3% | +25.2% | -17.9% | +2.1% |
| 3M | +3.7% | +27.8% | -24.1% | -1.9% |
| 6M | -2.7% | +27.2% | -29.9% | -7.9% |
| YTD | -47.2% | +48.2% | -95.4% | -51.9% |
| 1Y | -54.0% | +34.7% | -88.7% | -57.3% |
| 3Y | -3.3% | +62.2% | -65.5% | -14.7% |
| 5Y | -52.3% | +130.9% | -183.2% | -64.6% |
| All | -52.3% | +135.4% | -187.7% | -64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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