-21.7%
RMD vs PODD
-52.8%
+31.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.5% | +0.3% | -2.3% |
| 7D | -4.5% | -4.1% | -0.3% | -3.5% |
| 30D | +4.6% | +0.8% | +3.8% | +4.3% |
| 3M | +14.8% | -6.1% | +20.9% | +15.4% |
| 6M | -12.1% | -40.0% | +27.9% | -1.6% |
| YTD | -7.5% | -49.9% | +42.5% | +8.3% |
| 1Y | -20.1% | -59.3% | +39.2% | -1.7% |
| 3Y | +53.9% | -17.2% | +71.1% | +50.7% |
| All | -21.7% | -52.8% | +31.1% | -12.1% |
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 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