-48.5%
PODD vs RRX
+30.0%
-78.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.6% | +10.2% | +6.8% |
| 7D | +10.8% | +7.6% | +3.2% | +10.0% |
| 30D | +21.7% | +7.5% | +14.2% | +20.7% |
| 3M | -1.1% | -21.0% | +19.9% | +2.0% |
| 6M | -3.7% | -18.1% | +14.4% | -1.8% |
| YTD | -41.9% | +24.3% | -66.2% | -47.0% |
| 1Y | -48.5% | +29.3% | -77.8% | -54.2% |
| All | -48.5% | +30.0% | -78.5% | -54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling