-60.1%
PODD vs IBB
+42.3%
-102.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -1.0% | -1.8% |
| 7D | -10.6% | -5.2% | -5.3% | -8.8% |
| 30D | -6.9% | +1.5% | -8.4% | -7.4% |
| 3M | -10.6% | +22.1% | -32.8% | -17.6% |
| 6M | -43.5% | +17.7% | -61.2% | -47.2% |
| YTD | -52.6% | +20.2% | -72.8% | -56.3% |
| 1Y | -60.1% | +44.4% | -104.5% | -64.3% |
| All | -60.1% | +42.3% | -102.4% | -64.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling