+83.6%
IYR vs PODD
+324.4%
-240.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.3% |
| 7D | +0.6% | +4.1% | -3.5% | -0.1% |
| 30D | +6.6% | +13.9% | -7.3% | +4.3% |
| 3M | -1.8% | +4.1% | -5.9% | -2.7% |
| 6M | +1.4% | +2.4% | -1.0% | +0.1% |
| YTD | +10.5% | -46.4% | +56.9% | +20.8% |
| 1Y | +10.6% | -54.2% | +64.8% | +23.9% |
| 3Y | +41.8% | -6.9% | +48.7% | +37.6% |
| 5Y | +6.0% | -51.6% | +57.6% | +11.5% |
| All | +83.6% | +324.4% | -240.8% | +54.5% |
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 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