+764.2%
PODD vs RRX
+361.3%
+402.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.5% | -2.0% |
| 7D | -6.9% | -0.7% | -6.2% | -6.6% |
| 30D | -3.5% | -8.0% | +4.5% | -0.2% |
| 3M | -13.6% | -25.1% | +11.5% | -3.8% |
| 6M | -42.6% | -18.3% | -24.4% | -40.2% |
| YTD | -51.5% | +14.2% | -65.6% | -57.1% |
| 1Y | -60.9% | +13.0% | -74.0% | -65.7% |
| 3Y | -19.8% | +4.2% | -24.0% | -33.2% |
| 5Y | -54.4% | +17.9% | -72.2% | -65.6% |
| 10Y | +236.1% | +220.4% | +15.6% | +24.0% |
| All | +764.2% | +361.3% | +402.8% | +74.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling