+144.5%
IBM vs PODD
+218.3%
-73.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.1% | +6.4% | +3.7% |
| 7D | +3.6% | -6.9% | +10.5% | +4.4% |
| 30D | +1.5% | -3.5% | +5.0% | +1.9% |
| 3M | -12.9% | -13.6% | +0.7% | -11.8% |
| 6M | -3.9% | -42.6% | +38.7% | +1.3% |
| YTD | -17.3% | -51.5% | +34.1% | -11.4% |
| 1Y | -5.0% | -60.9% | +55.9% | +4.1% |
| 3Y | +78.2% | -19.8% | +98.0% | +77.9% |
| 5Y | +120.6% | -54.4% | +175.0% | +130.4% |
| 10Y | +144.5% | +236.1% | -91.6% | +111.2% |
| All | +144.5% | +218.3% | -73.8% | +111.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling