-54.4%
PODD vs IAG
+804.8%
-859.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.2% | -3.3% |
| 7D | -6.9% | +1.7% | -8.6% | -7.0% |
| 30D | -3.5% | +11.4% | -14.9% | -4.6% |
| 3M | -13.6% | +33.0% | -46.6% | -16.5% |
| 6M | -42.6% | -6.0% | -36.6% | -42.7% |
| YTD | -51.5% | +24.6% | -76.0% | -53.5% |
| 1Y | -60.9% | +105.0% | -165.9% | -65.1% |
| 3Y | -19.8% | +837.9% | -857.7% | -44.8% |
| 5Y | -54.4% | +817.0% | -871.3% | -70.0% |
| All | -54.4% | +804.8% | -859.2% | -70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling