+53.0%
RSP vs PODD
-51.3%
+104.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.2% |
| 7D | -0.8% | +1.6% | -2.4% | -1.0% |
| 30D | -0.3% | +10.7% | -11.0% | -2.0% |
| 3M | +4.3% | +0.7% | +3.5% | +3.3% |
| 6M | +8.8% | -39.3% | +48.1% | +16.9% |
| YTD | +15.3% | -48.1% | +63.4% | +27.1% |
| 1Y | +18.3% | -57.4% | +75.7% | +34.7% |
| 3Y | +52.8% | -23.3% | +76.1% | +52.7% |
| All | +53.0% | -51.3% | +104.3% | +62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling