+13.9%
IEMG vs PODD
-48.3%
+62.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.6% | -5.7% | +1.3% |
| 7D | -3.1% | +10.8% | -13.9% | -2.4% |
| 30D | -10.3% | +21.7% | -32.0% | -9.1% |
| 3M | -6.6% | -1.1% | -5.5% | -6.3% |
| 6M | -3.9% | -3.7% | -0.1% | -2.2% |
| YTD | +12.4% | -41.9% | +54.3% | +16.5% |
| 1Y | +13.9% | -48.5% | +62.4% | +18.6% |
| All | +13.9% | -48.3% | +62.2% | +18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling