+22.4%
IP vs PODD
+314.4%
-292.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.7% | -1.5% |
| 7D | -2.8% | -9.1% | +6.3% | -1.7% |
| 30D | +9.2% | +7.3% | +1.9% | +8.2% |
| 3M | -16.1% | +3.7% | -19.8% | -16.6% |
| 6M | +9.6% | -2.7% | +12.3% | +9.3% |
| YTD | -8.8% | -47.2% | +38.4% | -2.4% |
| 1Y | -5.5% | -54.0% | +48.5% | +2.8% |
| 3Y | +19.6% | -3.3% | +22.9% | +17.6% |
| 5Y | -13.5% | -52.3% | +38.9% | -9.6% |
| 10Y | +22.4% | +322.4% | -300.0% | -0.3% |
| All | +22.4% | +314.4% | -292.0% | -0.3% |
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