+39.8%
IJR vs PODD
-55.4%
+95.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.9% |
| 7D | -2.2% | -10.5% | +8.4% | -0.1% |
| 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% | +27.2% |
| YTD | +18.9% | -53.6% | +72.4% | +36.6% |
| 1Y | +19.9% | -61.0% | +80.9% | +42.6% |
| 3Y | +53.0% | -24.7% | +77.7% | +52.9% |
| All | +39.8% | -55.4% | +95.2% | +54.7% |
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