+25.0%
IQV vs PODD
-48.3%
+73.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.6% | -6.1% | -0.7% |
| 7D | -5.5% | +10.8% | -16.3% | -7.3% |
| 30D | -0.9% | +21.7% | -22.5% | -4.5% |
| 3M | +15.6% | -1.1% | +16.7% | +15.0% |
| 6M | +63.9% | -3.7% | +67.6% | +62.8% |
| YTD | +17.0% | -41.9% | +59.0% | +35.6% |
| 1Y | +25.0% | -48.5% | +73.5% | +47.5% |
| All | +25.0% | -48.3% | +73.4% | +47.5% |
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 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