+306.7%
RIO vs PODD
+778.2%
-471.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.9% |
| 7D | +0.1% | -4.4% | +4.5% | +1.0% |
| 30D | -10.5% | +8.1% | -18.6% | -12.1% |
| 3M | -15.9% | +2.9% | -18.8% | -16.8% |
| 6M | -22.3% | -5.7% | -16.6% | -22.7% |
| YTD | +9.3% | -47.5% | +56.8% | +22.6% |
| 1Y | +23.0% | -55.7% | +78.7% | +42.9% |
| 3Y | +52.1% | -3.7% | +55.8% | +43.8% |
| 5Y | +88.9% | -52.6% | +141.4% | +100.5% |
| 10Y | +354.1% | +320.3% | +33.8% | +155.9% |
| All | +306.7% | +778.2% | -471.4% | +46.3% |
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