+349.6%
IWM vs PODD
+770.9%
-421.3%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.6% |
| 3M | -6.2% | +3.6% | -9.9% | -7.3% |
| 6M | -0.8% | -4.0% | +3.2% | -1.5% |
| YTD | +14.8% | -47.9% | +62.7% | +30.0% |
| 1Y | +16.1% | -53.8% | +69.9% | +35.0% |
| 3Y | +71.5% | -4.5% | +76.1% | +64.0% |
| 5Y | +25.8% | -51.9% | +77.6% | +35.8% |
| 10Y | +155.4% | +308.9% | -153.5% | +57.9% |
| All | +349.6% | +770.9% | -421.3% | +72.3% |
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