+28.0%
IWD vs PODD
-60.5%
+88.5%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.4% |
| 7D | -1.2% | -6.9% | +5.7% | -0.9% |
| 30D | -1.6% | -3.5% | +1.8% | -1.5% |
| 3M | +7.0% | -13.6% | +20.6% | +7.5% |
| 6M | +17.0% | -42.6% | +59.6% | +21.4% |
| YTD | +21.6% | -51.5% | +73.1% | +27.9% |
| 1Y | +28.0% | -60.9% | +88.9% | +36.3% |
| All | +28.0% | -60.5% | +88.5% | +36.3% |
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 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