+19.5%
IQV vs PODD
-23.0%
+42.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.5% | +0.5% |
| 7D | -5.3% | -10.6% | +5.3% | -3.4% |
| 30D | +5.5% | -6.9% | +12.4% | +6.8% |
| 3M | +41.2% | -10.6% | +51.9% | +42.9% |
| 6M | +50.5% | -43.5% | +94.0% | +65.8% |
| YTD | +14.1% | -52.6% | +66.8% | +30.0% |
| 1Y | +39.9% | -60.1% | +100.0% | +63.9% |
| All | +19.5% | -23.0% | +42.5% | +17.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling