+7.3%
IEF vs PODD
+324.4%
-317.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.2% |
| 7D | -2.0% | +4.1% | -6.1% | -2.0% |
| 30D | +0.7% | +13.9% | -13.1% | +0.6% |
| 3M | -2.5% | +4.1% | -6.6% | -2.5% |
| 6M | -2.6% | +2.4% | -5.0% | -2.6% |
| YTD | -3.2% | -46.4% | +43.2% | -2.9% |
| 1Y | -3.0% | -54.2% | +51.1% | -2.6% |
| 3Y | +10.5% | -6.9% | +17.4% | +10.4% |
| 5Y | -8.2% | -51.6% | +43.4% | -8.3% |
| All | +7.3% | +324.4% | -317.0% | +10.1% |
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