+305.1%
RIO vs PODD
+796.9%
-491.8%
-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% | -0.8% |
| 7D | -0.9% | +4.1% | -5.0% | -1.8% |
| 30D | -9.1% | +13.9% | -22.9% | -11.7% |
| 3M | -13.7% | +4.1% | -17.8% | -14.8% |
| 6M | -24.3% | +2.4% | -26.8% | -26.1% |
| YTD | +8.9% | -46.4% | +55.2% | +21.6% |
| 1Y | +22.7% | -54.2% | +76.8% | +41.4% |
| 3Y | +51.2% | -6.9% | +58.0% | +44.1% |
| 5Y | +88.1% | -51.6% | +139.7% | +98.8% |
| 10Y | +352.3% | +329.3% | +23.1% | +153.8% |
| All | +305.1% | +796.9% | -491.8% | +45.0% |
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