+73.6%
IWF vs PODD
-54.3%
+127.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.1% |
| 7D | +0.5% | -6.9% | +7.4% | +1.9% |
| 30D | -1.4% | -3.5% | +2.1% | -0.8% |
| 3M | +0.4% | -13.6% | +14.0% | +2.2% |
| 6M | +8.5% | -42.6% | +51.1% | +19.9% |
| YTD | +3.7% | -51.5% | +55.2% | +18.9% |
| 1Y | +8.5% | -60.9% | +69.4% | +30.2% |
| 3Y | +78.5% | -19.8% | +98.3% | +75.4% |
| 5Y | +73.6% | -54.4% | +128.0% | +90.4% |
| All | +73.6% | -54.3% | +127.9% | +90.4% |
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