+525.5%
IAU vs PODD
+767.5%
-242.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.2% | -0.8% |
| 7D | -0.5% | +1.6% | -2.1% | -0.5% |
| 30D | +4.4% | +10.7% | -6.2% | +4.3% |
| 3M | -1.1% | +0.7% | -1.8% | -1.2% |
| 6M | -13.7% | -39.3% | +25.6% | -13.2% |
| YTD | +2.7% | -48.1% | +50.8% | +3.6% |
| 1Y | +24.6% | -57.4% | +82.1% | +26.0% |
| 3Y | +126.8% | -23.3% | +150.1% | +126.8% |
| 5Y | +139.5% | -51.3% | +190.7% | +140.1% |
| 10Y | +226.3% | +242.0% | -15.8% | +223.8% |
| All | +525.5% | +767.5% | -242.0% | +491.8% |
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