+143.5%
IWM vs PODD
+324.4%
-180.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.5% | -0.8% |
| 7D | +1.4% | +4.1% | -2.7% | +0.6% |
| 30D | +2.3% | +13.9% | -11.6% | -0.6% |
| 3M | -8.3% | +4.1% | -12.4% | -9.4% |
| 6M | -1.3% | +2.4% | -3.8% | -3.3% |
| YTD | +13.5% | -46.4% | +59.9% | +27.9% |
| 1Y | +18.4% | -54.2% | +72.6% | +38.1% |
| 3Y | +69.6% | -6.9% | +76.5% | +62.8% |
| 5Y | +23.3% | -51.6% | +74.8% | +32.9% |
| All | +143.5% | +324.4% | -180.8% | +67.9% |
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