+818.0%
PODD vs IBB
+741.1%
+76.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.7% | -7.9% | -7.7% |
| 7D | -2.1% | -1.8% | -0.3% | -0.6% |
| 30D | +9.0% | +5.1% | +4.0% | +3.8% |
| 3M | +5.2% | +10.7% | -5.5% | -5.0% |
| 6M | -3.2% | +22.9% | -26.0% | -21.3% |
| YTD | -48.5% | +26.7% | -75.2% | -59.6% |
| 1Y | -54.7% | +35.1% | -89.8% | -66.5% |
| 3Y | -7.8% | +80.2% | -88.0% | -49.5% |
| 5Y | -52.4% | +37.8% | -90.3% | -66.0% |
| 10Y | +315.9% | +161.2% | +154.7% | +50.1% |
| All | +818.0% | +741.1% | +76.9% | -40.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling