+630.4%
RTX vs PODD
+767.5%
-137.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.4% |
| 7D | -5.2% | +1.6% | -6.8% | -5.4% |
| 30D | -9.4% | +10.7% | -20.1% | -10.8% |
| 3M | +12.3% | +0.7% | +11.6% | +11.4% |
| 6M | -3.1% | -39.3% | +36.2% | +3.2% |
| YTD | +10.7% | -48.1% | +58.8% | +20.5% |
| 1Y | +28.4% | -57.4% | +85.8% | +43.7% |
| 3Y | +147.1% | -23.3% | +170.3% | +146.0% |
| 5Y | +167.2% | -51.3% | +218.5% | +178.4% |
| 10Y | +274.7% | +242.0% | +32.7% | +176.4% |
| All | +630.4% | +767.5% | -137.1% | +288.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling