-1.2%
IQV vs PODD
-55.6%
+54.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.5% | +0.7% |
| 7D | -5.3% | -10.6% | +5.3% | -2.7% |
| 30D | +5.5% | -6.9% | +12.4% | +7.2% |
| 3M | +41.2% | -10.6% | +51.9% | +43.5% |
| 6M | +50.5% | -43.5% | +94.0% | +70.3% |
| YTD | +14.1% | -52.6% | +66.8% | +35.0% |
| 1Y | +39.9% | -60.1% | +100.0% | +72.0% |
| 3Y | +20.5% | -21.7% | +42.2% | +19.9% |
| 5Y | -1.2% | -54.6% | +53.3% | +9.6% |
| All | -1.2% | -55.6% | +54.4% | +9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling