+268.6%
RTX vs PODD
+308.1%
-39.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.2% | +2.2% |
| 7D | -1.7% | -4.4% | +2.6% | -1.2% |
| 30D | +7.7% | +9.4% | -1.8% | +6.2% |
| 3M | -10.3% | +3.6% | -14.0% | -11.0% |
| 6M | +14.6% | -4.0% | +18.5% | +14.2% |
| YTD | +10.4% | -47.9% | +58.3% | +19.9% |
| 1Y | +13.5% | -53.8% | +67.3% | +25.4% |
| 3Y | +158.6% | -4.5% | +163.1% | +148.1% |
| 5Y | +147.3% | -51.9% | +199.1% | +160.0% |
| 10Y | +268.6% | +308.9% | -40.2% | +189.1% |
| All | +268.6% | +308.1% | -39.5% | +189.1% |
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 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