-23.2%
PODD vs RRX
+1.6%
-24.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -2.0% |
| 7D | -10.6% | -3.7% | -6.8% | -10.0% |
| 30D | -6.9% | -9.3% | +2.4% | -5.5% |
| 3M | -10.6% | -21.8% | +11.2% | -6.9% |
| 6M | -43.5% | -22.0% | -21.5% | -41.8% |
| YTD | -52.6% | +11.9% | -64.6% | -54.8% |
| 1Y | -60.1% | +11.6% | -71.7% | -62.1% |
| All | -23.2% | +1.6% | -24.8% | -32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling