+420.8%
RSG vs PODD
+223.0%
+197.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.0% |
| 7D | 0.0% | -10.5% | +10.5% | +1.2% |
| 30D | +4.0% | -9.0% | +13.0% | +5.0% |
| 3M | +7.4% | -11.5% | +18.9% | +8.4% |
| 6M | +0.1% | -44.7% | +44.8% | +5.8% |
| YTD | +6.0% | -53.6% | +59.6% | +14.0% |
| 1Y | -3.0% | -61.0% | +58.0% | +6.1% |
| 3Y | +56.5% | -24.7% | +81.2% | +56.3% |
| 5Y | +90.9% | -55.5% | +146.4% | +98.6% |
| All | +420.8% | +223.0% | +197.9% | +350.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling