-54.4%
PODD vs IRM
+190.5%
-244.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.3% | -2.8% |
| 7D | -6.9% | +3.0% | -9.9% | -8.0% |
| 30D | -3.5% | -5.2% | +1.8% | -1.8% |
| 3M | -13.6% | -8.0% | -5.6% | -11.7% |
| 6M | -42.6% | +9.2% | -51.8% | -46.2% |
| YTD | -51.5% | +41.0% | -92.5% | -60.1% |
| 1Y | -60.9% | +23.3% | -84.2% | -66.0% |
| 3Y | -19.8% | +102.8% | -122.6% | -49.8% |
| 5Y | -54.4% | +192.8% | -247.2% | -78.8% |
| All | -54.4% | +190.5% | -244.8% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 5y: compounded portfolio wealth divided by compounded IRM 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…
5y analysis · Full analysis span regression · 6 months rolling