+65.1%
RSP vs PODD
-4.1%
+69.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.1% |
| 7D | +2.4% | +4.1% | -1.7% | +1.9% |
| 30D | +4.3% | +13.9% | -9.6% | +2.7% |
| 3M | -0.3% | +4.1% | -4.5% | -0.9% |
| 6M | +9.8% | +2.4% | +7.4% | +8.7% |
| YTD | +16.8% | -46.4% | +63.2% | +26.1% |
| 1Y | +19.5% | -54.2% | +73.7% | +31.8% |
| 3Y | +65.1% | -6.9% | +72.0% | +56.6% |
| All | +65.1% | -4.1% | +69.2% | +56.6% |
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 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