+73.1%
IWD vs PODD
-22.0%
+95.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.5% |
| 7D | -0.3% | +1.6% | -1.9% | -0.4% |
| 30D | +0.6% | +10.7% | -10.1% | -0.4% |
| 3M | +7.2% | +0.7% | +6.5% | +6.6% |
| 6M | +16.2% | -39.3% | +55.5% | +21.8% |
| YTD | +23.3% | -48.1% | +71.5% | +31.6% |
| 1Y | +29.6% | -57.4% | +87.0% | +41.2% |
| All | +73.1% | -22.0% | +95.1% | +71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling