+373.1%
IWM vs PODD
+767.5%
-394.4%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.3% | +0.7% |
| 7D | +0.1% | +1.6% | -1.5% | -0.3% |
| 30D | -1.3% | +10.7% | -11.9% | -3.6% |
| 3M | +1.6% | +0.7% | +0.9% | +0.2% |
| 6M | +13.6% | -39.3% | +52.8% | +24.7% |
| YTD | +20.8% | -48.1% | +68.9% | +37.3% |
| 1Y | +26.4% | -57.4% | +83.8% | +49.9% |
| 3Y | +60.7% | -23.3% | +83.9% | +60.9% |
| 5Y | +38.2% | -51.3% | +89.5% | +49.0% |
| 10Y | +169.5% | +242.0% | -72.5% | +73.0% |
| All | +373.1% | +767.5% | -394.4% | +81.9% |
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 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