+65.3%
RSG vs PODD
-4.1%
+69.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.2% |
| 7D | +2.5% | +4.1% | -1.6% | +2.2% |
| 30D | +12.7% | +13.9% | -1.1% | +11.5% |
| 3M | +17.9% | +4.1% | +13.8% | +17.4% |
| 6M | +25.0% | +2.4% | +22.5% | +24.2% |
| YTD | +20.8% | -46.4% | +67.2% | +24.1% |
| 1Y | +24.3% | -54.2% | +78.4% | +28.7% |
| 3Y | +65.3% | -6.9% | +72.1% | +62.1% |
| All | +65.3% | -4.1% | +69.3% | +62.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling