+840.0%
PODD vs IBN
+434.4%
+405.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.5% |
| 7D | -9.1% | +11.1% | -20.2% | -12.4% |
| 30D | +7.3% | +23.9% | -16.5% | -0.2% |
| 3M | +3.7% | +16.3% | -12.6% | -1.6% |
| 6M | -2.7% | +34.2% | -36.9% | -12.1% |
| YTD | -47.2% | +17.6% | -64.8% | -50.3% |
| 1Y | -54.0% | +13.8% | -67.9% | -56.3% |
| 3Y | -3.3% | +57.0% | -60.3% | -18.4% |
| 5Y | -52.3% | +75.3% | -127.7% | -61.4% |
| 10Y | +322.4% | +388.7% | -66.3% | +118.6% |
| All | +840.0% | +434.4% | +405.6% | +212.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling