+167.1%
RTX vs PODD
-53.4%
+220.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | -0.6% |
| 7D | -3.1% | -4.1% | +1.0% | -2.7% |
| 30D | -10.6% | +0.8% | -11.3% | -10.7% |
| 3M | +11.6% | -6.1% | +17.7% | +11.8% |
| 6M | -4.5% | -40.0% | +35.5% | -0.2% |
| YTD | +9.6% | -49.9% | +59.5% | +16.6% |
| 1Y | +30.8% | -59.3% | +90.1% | +42.1% |
| 3Y | +152.8% | -17.2% | +170.1% | +149.8% |
| 5Y | +167.1% | -53.0% | +220.1% | +182.3% |
| All | +167.1% | -53.4% | +220.5% | +182.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling