+5.7%
IYR vs PODD
-54.3%
+60.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +1.9% | -0.6% |
| 7D | -0.9% | -6.9% | +6.0% | +0.2% |
| 30D | -2.4% | -3.5% | +1.1% | -1.9% |
| 3M | -2.0% | -13.6% | +11.6% | -0.4% |
| 6M | +2.5% | -42.6% | +45.1% | +11.3% |
| YTD | +8.3% | -51.5% | +59.8% | +21.1% |
| 1Y | +6.5% | -60.9% | +67.4% | +23.4% |
| 3Y | +29.3% | -19.8% | +49.1% | +27.2% |
| 5Y | +5.7% | -54.4% | +60.0% | +12.1% |
| All | +5.7% | -54.3% | +60.0% | +12.1% |
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