+66.4%
IWM vs PODD
-22.0%
+88.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.3% | +0.6% |
| 7D | +0.1% | +1.6% | -1.5% | -0.2% |
| 30D | -1.3% | +10.7% | -11.9% | -2.8% |
| 3M | +1.6% | +0.7% | +0.9% | +0.6% |
| 6M | +13.6% | -39.3% | +52.8% | +22.7% |
| YTD | +20.8% | -48.1% | +68.9% | +34.3% |
| 1Y | +26.4% | -57.4% | +83.8% | +45.7% |
| All | +66.4% | -22.0% | +88.3% | +61.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling