+68.1%
RIO vs PODD
-61.6%
+129.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.3% | -1.8% | -4.3% |
| 7D | -3.4% | -10.6% | +7.2% | -3.7% |
| 30D | +0.6% | -6.9% | +7.5% | +0.4% |
| 3M | +2.5% | -10.6% | +13.2% | +2.0% |
| 6M | +10.8% | -43.5% | +54.3% | +17.0% |
| YTD | +30.5% | -52.6% | +83.1% | +39.1% |
| 1Y | +68.1% | -60.1% | +128.2% | +80.9% |
| All | +68.1% | -61.6% | +129.7% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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