+67.4%
RMD vs PODD
-3.0%
+70.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.4% |
| 7D | +3.1% | -4.4% | +7.5% | +4.1% |
| 30D | +1.8% | +9.4% | -7.7% | -0.3% |
| 3M | +6.7% | +3.6% | +3.0% | +5.7% |
| 6M | +13.9% | -4.0% | +17.8% | +13.6% |
| YTD | -2.0% | -47.9% | +45.9% | +12.2% |
| 1Y | -5.4% | -53.8% | +48.4% | +11.1% |
| 3Y | +67.4% | -4.5% | +71.9% | +63.1% |
| All | +67.4% | -3.0% | +70.4% | +63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling