+221.7%
PODD vs IBN
+316.4%
-94.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -2.2% |
| 7D | -10.6% | -5.5% | -5.1% | -9.2% |
| 30D | -6.9% | -3.4% | -3.5% | -6.1% |
| 3M | -10.6% | +8.7% | -19.3% | -12.6% |
| 6M | -43.5% | +3.7% | -47.2% | -44.1% |
| YTD | -52.6% | -2.4% | -50.2% | -52.5% |
| 1Y | -60.1% | -8.1% | -52.0% | -59.4% |
| 3Y | -21.7% | +26.3% | -48.0% | -27.4% |
| 5Y | -54.6% | +54.9% | -109.5% | -60.2% |
| All | +221.7% | +316.4% | -94.7% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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