+938.9%
IWF vs PODD
+767.5%
+171.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | +0.4% |
| 7D | +0.5% | +1.6% | -1.1% | +0.2% |
| 30D | -0.4% | +10.7% | -11.1% | -2.3% |
| 3M | -2.6% | +0.7% | -3.3% | -3.7% |
| 6M | +9.1% | -39.3% | +48.4% | +17.6% |
| YTD | +4.5% | -48.1% | +52.6% | +15.7% |
| 1Y | +10.1% | -57.4% | +67.5% | +26.1% |
| 3Y | +77.6% | -23.3% | +100.9% | +77.9% |
| 5Y | +73.7% | -51.3% | +125.0% | +84.6% |
| 10Y | +411.5% | +242.0% | +169.5% | +275.0% |
| All | +938.9% | +767.5% | +171.4% | +426.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling