+37.3%
IQV vs PODD
-60.9%
+98.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.8% | +2.1% |
| 7D | -2.2% | -10.5% | +8.3% | -0.2% |
| 30D | +8.3% | -9.0% | +17.3% | +10.1% |
| 3M | +44.6% | -11.5% | +56.1% | +45.8% |
| 6M | +52.6% | -44.7% | +97.3% | +74.4% |
| YTD | +16.1% | -53.6% | +69.7% | +38.7% |
| 1Y | +37.3% | -61.0% | +98.2% | +65.3% |
| All | +37.3% | -60.9% | +98.2% | +65.3% |
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