+61.0%
IBIT vs PODD
-28.4%
+89.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.2% | +5.8% | +0.5% |
| 7D | -1.1% | -2.1% | +1.0% | -0.8% |
| 30D | -9.2% | +9.0% | -18.2% | -10.2% |
| 3M | +17.5% | +5.2% | +12.3% | +16.6% |
| 6M | -7.2% | -3.2% | -4.0% | -7.8% |
| YTD | -13.6% | -48.5% | +34.8% | -3.6% |
| 1Y | -25.1% | -54.7% | +29.6% | -14.3% |
| All | +61.0% | -28.4% | +89.4% | +65.5% |
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