+1,224.0%
RMD vs PODD
+796.9%
+427.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.9% | -0.1% |
| 7D | +2.1% | +4.1% | -2.0% | +1.3% |
| 30D | +2.1% | +13.9% | -11.8% | -0.4% |
| 3M | +6.2% | +4.1% | +2.1% | +5.3% |
| 6M | +19.4% | +2.4% | +16.9% | +17.9% |
| YTD | +0.5% | -46.4% | +46.9% | +11.5% |
| 1Y | -3.9% | -54.2% | +50.2% | +9.6% |
| 3Y | +72.5% | -6.9% | +79.4% | +69.1% |
| 5Y | -1.5% | -51.6% | +50.1% | +5.8% |
| 10Y | +345.8% | +329.3% | +16.5% | +215.5% |
| All | +1,224.0% | +796.9% | +427.0% | +545.6% |
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 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