-5.7%
RMD vs PODD
-53.5%
+47.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.4% |
| 7D | +3.1% | -4.4% | +7.5% | +4.2% |
| 30D | +1.8% | +9.4% | -7.7% | -0.5% |
| 3M | +6.7% | +3.6% | +3.0% | +5.6% |
| 6M | +13.9% | -4.0% | +17.8% | +13.6% |
| YTD | -2.0% | -47.9% | +45.9% | +13.4% |
| 1Y | -5.4% | -53.8% | +48.4% | +12.6% |
| 3Y | +67.4% | -4.5% | +71.9% | +58.7% |
| 5Y | -5.7% | -51.9% | +46.1% | +6.6% |
| All | -5.7% | -53.5% | +47.8% | +6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling