+40.0%
IWM vs PODD
-53.4%
+93.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.1% | +0.3% |
| 7D | +1.4% | -4.1% | +5.5% | +2.3% |
| 30D | -2.3% | +0.8% | -3.1% | -2.6% |
| 3M | +4.0% | -6.1% | +10.1% | +4.1% |
| 6M | +17.9% | -40.0% | +57.9% | +30.2% |
| YTD | +20.2% | -49.9% | +70.1% | +38.4% |
| 1Y | +25.0% | -59.3% | +84.3% | +50.8% |
| 3Y | +66.0% | -17.2% | +83.2% | +61.6% |
| 5Y | +40.0% | -53.0% | +93.0% | +56.7% |
| All | +40.0% | -53.4% | +93.5% | +56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling