+363.6%
IGV vs PODD
+324.4%
+39.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.8% |
| 7D | +2.3% | +4.1% | -1.7% | +1.2% |
| 30D | -6.0% | +13.9% | -19.9% | -9.4% |
| 3M | -4.8% | +4.1% | -8.9% | -6.1% |
| 6M | +14.2% | +2.4% | +11.8% | +11.6% |
| YTD | -4.2% | -46.4% | +42.1% | +11.1% |
| 1Y | -5.3% | -54.2% | +48.9% | +14.5% |
| 3Y | +38.8% | -6.9% | +45.6% | +31.9% |
| 5Y | +14.2% | -51.6% | +65.8% | +26.1% |
| All | +363.6% | +324.4% | +39.2% | +205.0% |
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