+5.9%
IYR vs PODD
-52.9%
+58.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -0.1% | -4.4% | +4.3% | +0.6% |
| 30D | +5.7% | +8.1% | -2.4% | +4.3% |
| 3M | -0.6% | +2.9% | -3.5% | -1.3% |
| 6M | +0.5% | -5.7% | +6.2% | +0.5% |
| YTD | +10.4% | -47.5% | +57.9% | +21.8% |
| 1Y | +9.2% | -55.7% | +64.9% | +23.9% |
| 3Y | +40.5% | -3.7% | +44.3% | +34.0% |
| 5Y | +5.9% | -52.6% | +58.5% | +13.7% |
| All | +5.9% | -52.9% | +58.8% | +13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling