+168.1%
IJR vs PODD
+223.0%
-54.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.9% |
| 7D | -2.2% | -10.5% | +8.4% | -0.2% |
| 30D | -4.6% | -9.0% | +4.4% | -3.0% |
| 3M | +0.2% | -11.5% | +11.8% | +1.6% |
| 6M | +14.7% | -44.7% | +59.5% | +26.5% |
| YTD | +18.9% | -53.6% | +72.4% | +35.5% |
| 1Y | +19.9% | -61.0% | +80.9% | +41.0% |
| 3Y | +53.0% | -24.7% | +77.7% | +53.8% |
| 5Y | +40.9% | -55.5% | +96.3% | +52.4% |
| All | +168.1% | +223.0% | -54.9% | +108.2% |
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 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