-7.5%
IGV vs PODD
-48.3%
+40.8%
-33.3%
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% | 0.0% |
| 7D | -7.5% | +10.8% | -18.3% | -8.8% |
| 30D | -5.6% | +21.7% | -27.3% | -8.3% |
| 3M | +1.5% | -1.1% | +2.6% | +1.0% |
| 6M | +17.1% | -3.7% | +20.8% | +16.5% |
| YTD | -2.0% | -41.9% | +39.9% | +5.2% |
| 1Y | -7.5% | -48.5% | +41.0% | +0.1% |
| All | -7.5% | -48.3% | +40.8% | +0.1% |
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