+66.9%
IYR vs PODD
+223.0%
-156.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.1% |
| 7D | -1.4% | -10.5% | +9.2% | +0.4% |
| 30D | -2.7% | -9.0% | +6.4% | -1.3% |
| 3M | -2.1% | -11.5% | +9.4% | -0.9% |
| 6M | +3.6% | -44.7% | +48.3% | +12.7% |
| YTD | +8.1% | -53.6% | +61.7% | +20.9% |
| 1Y | +4.7% | -61.0% | +65.7% | +20.2% |
| 3Y | +29.1% | -24.7% | +53.8% | +29.4% |
| 5Y | +6.9% | -55.5% | +62.4% | +14.0% |
| All | +66.9% | +223.0% | -156.0% | +44.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling