+204.4%
RSP vs PODD
+223.9%
-19.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | -0.5% |
| 7D | -0.4% | -4.1% | +3.7% | +0.3% |
| 30D | -1.5% | +0.8% | -2.3% | -1.7% |
| 3M | +4.8% | -6.1% | +10.9% | +5.1% |
| 6M | +10.3% | -40.0% | +50.2% | +18.5% |
| YTD | +14.1% | -49.9% | +64.0% | +26.2% |
| 1Y | +17.0% | -59.3% | +76.3% | +33.8% |
| 3Y | +54.2% | -17.2% | +71.4% | +52.1% |
| 5Y | +51.5% | -53.0% | +104.5% | +60.5% |
| 10Y | +204.4% | +226.1% | -21.7% | +148.3% |
| All | +204.4% | +223.9% | -19.5% | +148.3% |
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