+12.2%
IOT vs PODD
-57.0%
+69.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.1% | +5.8% | +4.3% |
| 7D | -2.3% | +1.6% | -4.0% | -2.8% |
| 30D | +3.8% | +10.7% | -6.9% | +0.7% |
| 3M | +14.2% | +0.7% | +13.4% | +12.2% |
| 6M | +40.1% | -39.3% | +79.4% | +62.4% |
| YTD | +13.4% | -48.1% | +61.5% | +40.0% |
| 1Y | +12.2% | -57.4% | +69.6% | +47.7% |
| All | +12.2% | -57.0% | +69.2% | +47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling