+140.8%
IEMG vs PODD
+223.0%
-82.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.2% | +1.5% |
| 7D | -1.3% | -10.5% | +9.2% | +0.2% |
| 30D | +1.9% | -9.0% | +10.9% | +3.1% |
| 3M | +1.4% | -11.5% | +13.0% | +2.2% |
| 6M | +15.2% | -44.7% | +59.9% | +24.0% |
| YTD | +23.8% | -53.6% | +77.4% | +36.7% |
| 1Y | +30.7% | -61.0% | +91.6% | +47.8% |
| 3Y | +83.3% | -24.7% | +108.0% | +81.8% |
| 5Y | +48.8% | -55.5% | +104.2% | +56.7% |
| All | +140.8% | +223.0% | -82.2% | +102.6% |
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 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