+69.8%
IBIT vs PODD
-27.9%
+97.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.4% | -2.1% |
| 7D | +3.0% | +1.6% | +1.4% | +2.8% |
| 30D | +23.1% | +10.7% | +12.4% | +21.4% |
| 3M | +25.6% | +0.7% | +24.8% | +24.0% |
| 6M | +9.1% | -39.3% | +48.4% | +18.2% |
| YTD | -8.9% | -48.1% | +39.2% | +1.6% |
| 1Y | -27.5% | -57.4% | +30.0% | -16.0% |
| All | +69.8% | -27.9% | +97.7% | +74.5% |
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 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