+3.8%
IEF vs PODD
+229.6%
-225.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.6% | -0.8% |
| 7D | -1.2% | -10.6% | +9.4% | -1.1% |
| 30D | -1.5% | -6.9% | +5.5% | -1.4% |
| 3M | -1.7% | -10.6% | +9.0% | -1.6% |
| 6M | -3.5% | -43.5% | +40.0% | -3.2% |
| YTD | -2.6% | -52.6% | +50.0% | -2.2% |
| 1Y | -2.4% | -60.1% | +57.7% | -1.9% |
| 3Y | +8.9% | -21.7% | +30.6% | +8.9% |
| 5Y | -9.2% | -54.6% | +45.3% | -9.3% |
| All | +3.8% | +229.6% | -225.8% | +5.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling