-6.9%
PODD vs IAG
+663.0%
-669.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.1% | +2.1% |
| 7D | +4.1% | -7.7% | +11.8% | +4.4% |
| 30D | +13.9% | +1.6% | +12.3% | +13.6% |
| 3M | +4.1% | -2.4% | +6.5% | +3.9% |
| 6M | +2.4% | -7.8% | +10.3% | +2.7% |
| YTD | -46.4% | +5.0% | -51.4% | -47.2% |
| 1Y | -54.2% | +25.7% | -79.9% | -55.7% |
| 3Y | -6.9% | +694.5% | -701.4% | -27.4% |
| All | -6.9% | +663.0% | -669.9% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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