+269.0%
RTX vs PODD
+314.4%
-45.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.3% |
| 7D | +1.4% | -9.1% | +10.5% | +2.8% |
| 30D | +7.8% | +7.3% | +0.5% | +6.6% |
| 3M | -9.8% | +3.7% | -13.5% | -10.4% |
| 6M | +13.5% | -2.7% | +16.2% | +12.9% |
| YTD | +10.9% | -47.2% | +58.2% | +20.3% |
| 1Y | +14.0% | -54.0% | +68.0% | +26.1% |
| 3Y | +159.9% | -3.3% | +163.2% | +148.9% |
| 5Y | +151.7% | -52.3% | +204.0% | +165.3% |
| 10Y | +269.0% | +322.4% | -53.4% | +188.3% |
| All | +269.0% | +314.4% | -45.5% | +188.3% |
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 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