-54.2%
PODD vs IBN
+12.1%
-66.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.8% | +2.0% |
| 7D | +4.1% | +1.9% | +2.2% | +3.6% |
| 30D | +13.9% | +22.1% | -8.3% | +7.4% |
| 3M | +4.1% | +17.1% | -13.0% | -0.7% |
| 6M | +2.4% | +35.5% | -33.1% | -5.8% |
| YTD | -46.4% | +16.8% | -63.2% | -49.8% |
| 1Y | -54.2% | +12.4% | -66.6% | -55.7% |
| All | -54.2% | +12.1% | -66.3% | -55.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling