+283.9%
RTX vs PODD
+218.3%
+65.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.4% | -0.2% |
| 7D | -1.6% | -6.9% | +5.3% | -0.6% |
| 30D | -11.6% | -3.5% | -8.1% | -11.2% |
| 3M | +9.2% | -13.6% | +22.8% | +10.7% |
| 6M | -4.4% | -42.6% | +38.2% | +2.5% |
| YTD | +8.9% | -51.5% | +60.4% | +19.5% |
| 1Y | +32.1% | -60.9% | +93.0% | +49.5% |
| 3Y | +151.2% | -19.8% | +171.0% | +147.3% |
| 5Y | +162.9% | -54.4% | +217.3% | +178.0% |
| 10Y | +283.9% | +236.1% | +47.9% | +207.8% |
| All | +283.9% | +218.3% | +65.6% | +207.8% |
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