+404.4%
RIO vs PODD
+767.5%
-363.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.9% |
| 7D | 0.0% | +1.6% | -1.6% | -0.4% |
| 30D | +4.0% | +10.7% | -6.7% | +1.6% |
| 3M | +0.1% | +0.7% | -0.6% | -1.4% |
| 6M | +12.7% | -39.3% | +52.0% | +23.0% |
| YTD | +35.6% | -48.1% | +83.7% | +52.9% |
| 1Y | +73.7% | -57.4% | +131.1% | +103.6% |
| 3Y | +93.3% | -23.3% | +116.6% | +91.4% |
| 5Y | +92.4% | -51.3% | +143.7% | +103.2% |
| 10Y | +606.9% | +242.0% | +364.9% | +317.7% |
| All | +404.4% | +767.5% | -363.1% | +82.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling