+267.4%
RTX vs PODD
+324.4%
-57.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.2% |
| 7D | +4.8% | +4.1% | +0.7% | +4.2% |
| 30D | +6.5% | +13.9% | -7.4% | +4.4% |
| 3M | -9.6% | +4.1% | -13.8% | -10.3% |
| 6M | +12.3% | +2.4% | +9.9% | +10.9% |
| YTD | +9.5% | -46.4% | +55.8% | +18.4% |
| 1Y | +15.8% | -54.2% | +70.0% | +28.2% |
| 3Y | +157.0% | -6.9% | +163.9% | +147.9% |
| 5Y | +148.8% | -51.6% | +200.4% | +161.7% |
| All | +267.4% | +324.4% | -57.0% | +188.2% |
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