+155.4%
IWM vs PODD
+308.1%
-152.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.5% | +2.3% |
| 7D | +0.3% | -4.4% | +4.7% | +1.2% |
| 30D | +0.6% | +9.4% | -8.9% | -1.5% |
| 3M | -6.2% | +3.6% | -9.9% | -7.2% |
| 6M | -0.8% | -4.0% | +3.2% | -1.5% |
| YTD | +14.8% | -47.9% | +62.7% | +30.1% |
| 1Y | +16.1% | -53.8% | +69.9% | +35.1% |
| 3Y | +71.5% | -4.5% | +76.1% | +63.5% |
| 5Y | +25.8% | -51.9% | +77.6% | +35.7% |
| 10Y | +155.4% | +308.9% | -153.5% | +82.4% |
| All | +155.4% | +308.1% | -152.7% | +82.4% |
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 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