+485.2%
RSP vs PODD
+767.5%
-282.4%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.1% |
| 7D | -0.8% | +1.6% | -2.4% | -1.1% |
| 30D | -0.3% | +10.7% | -11.0% | -2.3% |
| 3M | +4.3% | +0.7% | +3.5% | +3.2% |
| 6M | +8.8% | -39.3% | +48.1% | +17.6% |
| YTD | +15.3% | -48.1% | +63.4% | +28.1% |
| 1Y | +18.3% | -57.4% | +75.7% | +35.9% |
| 3Y | +52.8% | -23.3% | +76.1% | +52.7% |
| 5Y | +51.7% | -51.3% | +103.0% | +60.5% |
| 10Y | +208.5% | +242.0% | -33.6% | +110.0% |
| All | +485.2% | +767.5% | -282.4% | +153.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling