+95.9%
RIO vs PODD
-21.1%
+117.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.1% |
| 7D | +1.0% | -6.9% | +7.9% | +1.3% |
| 30D | +4.0% | -3.5% | +7.5% | +4.2% |
| 3M | +4.5% | -13.6% | +18.1% | +5.0% |
| 6M | +17.3% | -42.6% | +60.0% | +22.6% |
| YTD | +36.2% | -51.5% | +87.7% | +44.4% |
| 1Y | +76.1% | -60.9% | +137.1% | +90.4% |
| All | +95.9% | -21.1% | +117.1% | +96.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling