-52.0%
PODD vs IBB
+22.5%
-74.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.4% |
| 7D | +1.6% | +1.4% | +0.2% | +0.5% |
| 30D | +10.7% | +10.5% | +0.2% | +1.7% |
| 3M | +0.7% | +23.6% | -22.9% | -16.3% |
| 6M | -39.3% | +22.6% | -61.9% | -49.5% |
| YTD | -48.1% | +25.7% | -73.8% | -57.9% |
| 1Y | -57.4% | +51.4% | -108.8% | -70.9% |
| 3Y | -23.3% | +64.4% | -87.6% | -53.2% |
| All | -52.0% | +22.5% | -74.5% | -62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling