+1,056.5%
IGV vs PODD
+767.5%
+289.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.2% | -1.8% |
| 7D | -4.5% | +1.6% | -6.1% | -4.8% |
| 30D | +3.2% | +10.7% | -7.5% | +1.0% |
| 3M | +4.5% | +0.7% | +3.8% | +3.3% |
| 6M | +22.1% | -39.3% | +61.4% | +33.7% |
| YTD | -1.0% | -48.1% | +47.1% | +11.9% |
| 1Y | -2.1% | -57.4% | +55.3% | +15.0% |
| 3Y | +44.6% | -23.3% | +67.8% | +45.4% |
| 5Y | +22.2% | -51.3% | +73.4% | +32.2% |
| 10Y | +364.7% | +242.0% | +122.7% | +233.8% |
| All | +1,056.5% | +767.5% | +289.0% | +475.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling