+338.6%
IWM vs PODD
+761.8%
-423.3%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.2% | +7.1% | +2.4% |
| 7D | -2.0% | -2.1% | +0.1% | -1.6% |
| 30D | -1.5% | +9.0% | -10.5% | -3.5% |
| 3M | -8.0% | +5.2% | -13.2% | -9.4% |
| 6M | -4.1% | -3.2% | -0.9% | -5.1% |
| YTD | +11.9% | -48.5% | +60.4% | +27.1% |
| 1Y | +15.0% | -54.7% | +69.7% | +34.3% |
| 3Y | +64.2% | -7.8% | +72.0% | +58.2% |
| 5Y | +20.4% | -52.4% | +72.8% | +30.4% |
| 10Y | +168.0% | +315.9% | -147.9% | +65.0% |
| All | +338.6% | +761.8% | -423.3% | +68.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling