+202.4%
IWD vs PODD
+308.1%
-105.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.2% |
| 7D | +1.6% | -4.4% | +6.0% | +2.2% |
| 30D | +3.6% | +9.4% | -5.9% | +2.2% |
| 3M | +2.0% | +3.6% | -1.6% | +1.4% |
| 6M | +13.1% | -4.0% | +17.0% | +12.7% |
| YTD | +26.2% | -47.9% | +74.1% | +37.0% |
| 1Y | +29.6% | -53.8% | +83.4% | +42.9% |
| 3Y | +84.3% | -4.5% | +88.9% | +78.6% |
| 5Y | +73.4% | -51.9% | +125.3% | +81.7% |
| 10Y | +202.4% | +308.9% | -106.4% | +145.2% |
| All | +202.4% | +308.1% | -105.7% | +145.2% |
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