+21.2%
IGV vs PODD
-54.3%
+75.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | 0.0% |
| 7D | -1.5% | -6.9% | +5.4% | +0.2% |
| 30D | -3.0% | -3.5% | +0.4% | -2.2% |
| 3M | +9.6% | -13.6% | +23.2% | +12.4% |
| 6M | +16.1% | -42.6% | +58.7% | +31.8% |
| YTD | -3.6% | -51.5% | +47.8% | +14.3% |
| 1Y | -7.8% | -60.9% | +53.1% | +15.3% |
| 3Y | +40.0% | -19.8% | +59.8% | +37.5% |
| 5Y | +21.2% | -54.4% | +75.6% | +41.5% |
| All | +21.2% | -54.3% | +75.5% | +41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling