+218.0%
IAU vs PODD
+229.6%
-11.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.6% | -1.7% |
| 7D | -3.4% | -10.6% | +7.2% | -3.1% |
| 30D | -1.1% | -6.9% | +5.8% | -0.9% |
| 3M | +5.8% | -10.6% | +16.5% | +5.9% |
| 6M | -16.9% | -43.5% | +26.5% | -15.6% |
| YTD | +0.1% | -52.6% | +52.7% | +2.3% |
| 1Y | +18.4% | -60.1% | +78.5% | +21.7% |
| 3Y | +123.6% | -21.7% | +145.2% | +122.8% |
| 5Y | +138.7% | -54.6% | +193.3% | +140.8% |
| All | +218.0% | +229.6% | -11.7% | +216.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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