+152.8%
RTX vs PODD
-3.5%
+156.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.3% | +1.3% | +3.4% |
| 7D | -3.2% | -2.5% | -0.7% | -3.1% |
| 30D | +5.6% | +10.7% | -5.2% | +4.9% |
| 3M | -11.7% | +6.1% | -17.8% | -12.0% |
| 6M | +12.3% | -2.8% | +15.1% | +12.0% |
| YTD | +8.2% | -47.3% | +55.5% | +11.7% |
| 1Y | +12.6% | -53.2% | +65.7% | +17.1% |
| 3Y | +152.8% | -2.0% | +154.8% | +162.3% |
| All | +152.8% | -3.5% | +156.3% | +162.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling