+201.7%
IWD vs PODD
+324.4%
-122.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.1% |
| 7D | +2.3% | +4.1% | -1.8% | +1.7% |
| 30D | +3.6% | +13.9% | -10.3% | +1.7% |
| 3M | +2.2% | +4.1% | -2.0% | +1.4% |
| 6M | +13.0% | +2.4% | +10.5% | +11.6% |
| YTD | +26.5% | -46.4% | +72.9% | +36.8% |
| 1Y | +30.1% | -54.2% | +84.3% | +43.8% |
| 3Y | +84.9% | -6.9% | +91.7% | +79.9% |
| 5Y | +73.4% | -51.6% | +124.9% | +81.5% |
| All | +201.7% | +324.4% | -122.7% | +142.0% |
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