-57.4%
PODD vs RRX
+14.9%
-72.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.2% | -2.1% |
| 7D | +1.6% | +3.4% | -1.8% | +1.3% |
| 30D | +10.7% | -11.1% | +21.8% | +11.9% |
| 3M | +0.7% | -23.7% | +24.5% | +4.1% |
| 6M | -39.3% | -22.0% | -17.3% | -38.1% |
| YTD | -48.1% | +16.5% | -64.6% | -49.9% |
| 1Y | -57.4% | +11.5% | -68.9% | -59.6% |
| All | -57.4% | +14.9% | -72.3% | -59.6% |
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