+152.8%
RTX vs PODD
-22.0%
+174.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.6% |
| 7D | -5.2% | +1.6% | -6.8% | -5.2% |
| 30D | -9.4% | +10.7% | -20.1% | -9.8% |
| 3M | +12.3% | +0.7% | +11.6% | +11.9% |
| 6M | -3.1% | -39.3% | +36.2% | -1.2% |
| YTD | +10.7% | -48.1% | +58.8% | +13.7% |
| 1Y | +28.4% | -57.4% | +85.8% | +33.2% |
| All | +152.8% | -22.0% | +174.7% | +152.2% |
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 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