+143.4%
IYR vs PODD
+796.9%
-653.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.4% |
| 7D | +0.6% | +4.1% | -3.5% | -0.3% |
| 30D | +6.6% | +13.9% | -7.3% | +3.4% |
| 3M | -1.8% | +4.1% | -5.9% | -3.0% |
| 6M | +1.4% | +2.4% | -1.0% | -0.5% |
| YTD | +10.5% | -46.4% | +56.9% | +24.4% |
| 1Y | +10.6% | -54.2% | +64.8% | +28.8% |
| 3Y | +41.8% | -6.9% | +48.7% | +36.1% |
| 5Y | +6.0% | -51.6% | +57.6% | +13.4% |
| 10Y | +86.7% | +329.3% | -242.6% | +6.7% |
| All | +143.4% | +796.9% | -653.5% | -30.0% |
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