+1,190.4%
RMD vs PODD
+770.9%
+419.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.5% |
| 7D | +3.1% | -4.4% | +7.5% | +3.9% |
| 30D | +1.8% | +9.4% | -7.7% | 0.0% |
| 3M | +6.7% | +3.6% | +3.0% | +5.9% |
| 6M | +13.9% | -4.0% | +17.8% | +13.8% |
| YTD | -2.0% | -47.9% | +45.9% | +9.3% |
| 1Y | -5.4% | -53.8% | +48.4% | +7.7% |
| 3Y | +67.4% | -4.5% | +71.9% | +63.2% |
| 5Y | -5.7% | -51.9% | +46.1% | +1.4% |
| 10Y | +338.4% | +308.9% | +29.5% | +213.0% |
| All | +1,190.4% | +770.9% | +419.5% | +532.8% |
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