+236.1%
PODD vs RVTY
+134.6%
+101.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.5% | -2.0% |
| 7D | -6.9% | -5.4% | -1.5% | -4.6% |
| 30D | -3.5% | +6.7% | -10.2% | -6.4% |
| 3M | -13.6% | +19.0% | -32.6% | -20.7% |
| 6M | -42.6% | +34.6% | -77.3% | -50.8% |
| YTD | -51.5% | +28.3% | -79.7% | -57.8% |
| 1Y | -60.9% | +46.0% | -106.9% | -68.3% |
| 3Y | -19.8% | +16.9% | -36.7% | -31.9% |
| 5Y | -54.4% | -32.9% | -21.5% | -48.5% |
| 10Y | +236.1% | +141.6% | +94.4% | +44.5% |
| All | +236.1% | +134.6% | +101.5% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling