+204.6%
IWD vs PODD
+314.4%
-109.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | -0.6% | -9.1% | +8.5% | +0.7% |
| 30D | +3.6% | +7.3% | -3.7% | +2.5% |
| 3M | +2.7% | +3.7% | -1.0% | +2.0% |
| 6M | +13.2% | -2.7% | +15.9% | +12.6% |
| YTD | +26.8% | -47.2% | +74.0% | +37.3% |
| 1Y | +29.3% | -54.0% | +83.3% | +42.7% |
| 3Y | +85.1% | -3.3% | +88.4% | +79.1% |
| 5Y | +74.2% | -52.3% | +126.5% | +82.7% |
| 10Y | +204.6% | +322.4% | -117.8% | +146.5% |
| All | +204.6% | +314.4% | -109.9% | +146.5% |
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