+275.4%
RMD vs PODD
+218.3%
+57.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.2% |
| 7D | -4.7% | -6.9% | +2.2% | -3.2% |
| 30D | +0.2% | -3.5% | +3.7% | +1.0% |
| 3M | +12.0% | -13.6% | +25.6% | +14.9% |
| 6M | -12.5% | -42.6% | +30.1% | -2.0% |
| YTD | -7.9% | -51.5% | +43.5% | +7.1% |
| 1Y | -20.4% | -60.9% | +40.5% | -2.9% |
| 3Y | +53.1% | -19.8% | +72.9% | +53.0% |
| 5Y | -22.1% | -54.4% | +32.2% | -14.3% |
| 10Y | +275.4% | +236.1% | +39.3% | +176.2% |
| All | +275.4% | +218.3% | +57.1% | +176.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling