+40.2%
IGV vs PODD
-5.6%
+45.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.6% |
| 7D | -1.3% | -9.1% | +7.8% | +0.4% |
| 30D | -8.1% | +7.3% | -15.4% | -9.4% |
| 3M | -1.6% | +3.7% | -5.3% | -2.4% |
| 6M | +12.7% | -2.7% | +15.4% | +12.0% |
| YTD | -3.3% | -47.2% | +44.0% | +8.3% |
| 1Y | -7.9% | -54.0% | +46.1% | +5.7% |
| All | +40.2% | -5.6% | +45.8% | +36.7% |
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