+446.7%
IAU vs PODD
+796.9%
-350.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | +0.1% |
| 7D | -4.6% | +4.1% | -8.7% | -4.6% |
| 30D | -5.4% | +13.9% | -19.3% | -5.6% |
| 3M | -10.9% | +4.1% | -15.0% | -10.9% |
| 6M | -17.4% | +2.4% | -19.8% | -17.5% |
| YTD | -10.2% | -46.4% | +36.1% | -9.5% |
| 1Y | -7.1% | -54.2% | +47.1% | -6.2% |
| 3Y | +97.7% | -6.9% | +104.6% | +97.3% |
| 5Y | +105.3% | -51.6% | +156.9% | +105.8% |
| 10Y | +208.0% | +329.3% | -121.2% | +205.3% |
| All | +446.7% | +796.9% | -350.3% | +416.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling