+330.4%
PODD vs IBB
+127.7%
+202.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +1.1% |
| 7D | -4.4% | +1.6% | -6.0% | -5.7% |
| 30D | +8.1% | +6.7% | +1.4% | +2.6% |
| 3M | +2.9% | +6.3% | -3.4% | -2.6% |
| 6M | -5.7% | +23.9% | -29.6% | -21.4% |
| YTD | -47.5% | +26.6% | -74.1% | -57.3% |
| 1Y | -55.7% | +29.6% | -85.3% | -64.6% |
| 3Y | -3.7% | +86.1% | -89.8% | -44.5% |
| 5Y | -52.6% | +40.3% | -92.9% | -65.2% |
| All | +330.4% | +127.7% | +202.6% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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