+81.1%
IEMG vs PODD
-23.0%
+104.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -1.9% |
| 7D | -0.9% | -10.6% | +9.7% | -0.4% |
| 30D | +2.1% | -6.9% | +9.0% | +2.4% |
| 3M | +4.6% | -10.6% | +15.2% | +4.7% |
| 6M | +14.0% | -43.5% | +57.5% | +18.9% |
| YTD | +22.3% | -52.6% | +75.0% | +29.6% |
| 1Y | +30.7% | -60.1% | +90.8% | +40.7% |
| All | +81.1% | -23.0% | +104.1% | +76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling