+48.1%
IJH vs PODD
-55.4%
+103.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.1% |
| 7D | -1.9% | -10.5% | +8.7% | +0.1% |
| 30D | -4.6% | -9.0% | +4.4% | -3.1% |
| 3M | -1.2% | -11.5% | +10.4% | +0.1% |
| 6M | +9.4% | -44.7% | +54.1% | +21.0% |
| YTD | +13.3% | -53.6% | +66.9% | +29.8% |
| 1Y | +13.4% | -61.0% | +74.3% | +34.3% |
| 3Y | +50.4% | -24.7% | +75.1% | +50.1% |
| All | +48.1% | -55.4% | +103.5% | +62.8% |
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