+1,158.7%
RMD vs PODD
+767.5%
+391.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | 0.0% |
| 7D | -5.0% | +1.6% | -6.6% | -5.3% |
| 30D | +2.2% | +10.7% | -8.5% | +0.2% |
| 3M | +17.8% | +0.7% | +17.1% | +16.9% |
| 6M | -11.3% | -39.3% | +27.9% | -3.8% |
| YTD | -4.4% | -48.1% | +43.7% | +6.7% |
| 1Y | -15.7% | -57.4% | +41.7% | -2.5% |
| 3Y | +47.7% | -23.3% | +71.0% | +49.6% |
| 5Y | -19.2% | -51.3% | +32.0% | -13.3% |
| 10Y | +280.4% | +242.0% | +38.4% | +178.6% |
| All | +1,158.7% | +767.5% | +391.1% | +518.0% |
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