-6.9%
PODD vs IBB
+86.1%
-93.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.6% | +2.3% |
| 7D | +4.1% | -0.5% | +4.6% | +4.3% |
| 30D | +13.9% | +4.6% | +9.3% | +11.5% |
| 3M | +4.1% | +6.8% | -2.7% | +0.7% |
| 6M | +2.4% | +23.1% | -20.7% | -8.2% |
| YTD | -46.4% | +26.0% | -72.4% | -52.7% |
| 1Y | -54.2% | +30.4% | -84.5% | -60.3% |
| 3Y | -6.9% | +85.4% | -92.3% | -40.2% |
| All | -6.9% | +86.1% | -93.0% | -40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling