+236.7%
IQV vs PODD
+223.0%
+13.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.8% | +2.2% |
| 7D | -2.2% | -10.5% | +8.3% | +0.5% |
| 30D | +8.3% | -9.0% | +17.3% | +10.7% |
| 3M | +44.6% | -11.5% | +56.1% | +47.4% |
| 6M | +52.6% | -44.7% | +97.3% | +73.9% |
| YTD | +16.1% | -53.6% | +69.7% | +38.4% |
| 1Y | +37.3% | -61.0% | +98.2% | +70.2% |
| 3Y | +21.6% | -24.7% | +46.3% | +22.6% |
| 5Y | +0.5% | -55.5% | +56.0% | +12.4% |
| All | +236.7% | +223.0% | +13.8% | +146.8% |
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 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