+764.2%
PODD vs IBN
+346.4%
+417.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.3% | -2.5% |
| 7D | -6.9% | -5.1% | -1.8% | -5.2% |
| 30D | -3.5% | -3.5% | +0.1% | -2.3% |
| 3M | -13.6% | +11.3% | -24.9% | -16.7% |
| 6M | -42.6% | +4.4% | -47.1% | -43.6% |
| YTD | -51.5% | -1.8% | -49.7% | -51.4% |
| 1Y | -60.9% | -8.0% | -52.9% | -60.1% |
| 3Y | -19.8% | +27.1% | -46.8% | -27.2% |
| 5Y | -54.4% | +54.5% | -108.9% | -61.5% |
| 10Y | +236.1% | +314.2% | -78.2% | +83.7% |
| All | +764.2% | +346.4% | +417.7% | +206.0% |
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 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