+92.0%
RIO vs PODD
-55.6%
+147.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.3% | -1.8% | -3.9% |
| 7D | -3.4% | -10.6% | +7.2% | -2.1% |
| 30D | +0.6% | -6.9% | +7.5% | +1.3% |
| 3M | +2.5% | -10.6% | +13.2% | +3.0% |
| 6M | +10.8% | -43.5% | +54.3% | +18.4% |
| YTD | +30.5% | -52.6% | +83.1% | +42.9% |
| 1Y | +68.1% | -60.1% | +128.2% | +88.3% |
| 3Y | +94.0% | -21.7% | +115.7% | +91.0% |
| 5Y | +92.0% | -54.6% | +146.6% | +110.6% |
| All | +92.0% | -55.6% | +147.6% | +110.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling