+171.7%
IWM vs PODD
+218.3%
-46.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -0.7% |
| 7D | -1.1% | -6.9% | +5.8% | +0.3% |
| 30D | -3.1% | -3.5% | +0.3% | -2.5% |
| 3M | +2.2% | -13.6% | +15.8% | +4.3% |
| 6M | +15.1% | -42.6% | +57.7% | +27.7% |
| YTD | +18.6% | -51.5% | +70.0% | +36.5% |
| 1Y | +24.0% | -60.9% | +84.9% | +49.5% |
| 3Y | +63.7% | -19.8% | +83.5% | +61.8% |
| 5Y | +38.2% | -54.4% | +92.6% | +50.8% |
| 10Y | +171.7% | +236.1% | -64.4% | +103.3% |
| All | +171.7% | +218.3% | -46.6% | +103.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling