+73.6%
IWD vs PODD
-53.4%
+127.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | -0.4% |
| 7D | -0.2% | -4.1% | +3.9% | +0.4% |
| 30D | -0.8% | +0.8% | -1.6% | -0.9% |
| 3M | +8.0% | -6.1% | +14.1% | +8.2% |
| 6M | +18.2% | -40.0% | +58.2% | +25.8% |
| YTD | +22.3% | -49.9% | +72.3% | +33.6% |
| 1Y | +28.9% | -59.3% | +88.2% | +44.9% |
| 3Y | +71.5% | -17.2% | +88.8% | +69.0% |
| 5Y | +73.6% | -53.0% | +126.6% | +82.8% |
| All | +73.6% | -53.4% | +127.0% | +82.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling