+90.7%
RIO vs PODD
-51.3%
+142.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.4% |
| 7D | +0.5% | -9.1% | +9.6% | +1.5% |
| 30D | -9.9% | +7.3% | -17.2% | -10.6% |
| 3M | -14.0% | +3.7% | -17.7% | -14.5% |
| 6M | -19.5% | -2.7% | -16.8% | -20.1% |
| YTD | +11.5% | -47.2% | +58.8% | +20.4% |
| 1Y | +26.9% | -54.0% | +81.0% | +39.5% |
| 3Y | +55.1% | -3.3% | +58.4% | +48.7% |
| 5Y | +90.7% | -52.3% | +143.0% | +114.5% |
| All | +90.7% | -51.3% | +142.0% | +114.5% |
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