+824.1%
PODD vs IAG
+209.0%
+615.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.9% |
| 7D | +1.6% | -0.5% | +2.2% | +1.6% |
| 30D | +10.7% | +28.9% | -18.2% | +8.1% |
| 3M | +0.7% | +19.1% | -18.4% | -1.4% |
| 6M | -39.3% | -10.3% | -29.0% | -39.3% |
| YTD | -48.1% | +24.2% | -72.3% | -49.9% |
| 1Y | -57.4% | +116.5% | -173.9% | -61.1% |
| 3Y | -23.3% | +742.8% | -766.1% | -39.6% |
| 5Y | -51.3% | +753.3% | -804.6% | -62.8% |
| 10Y | +242.0% | +403.2% | -161.2% | +154.5% |
| All | +824.1% | +209.0% | +615.0% | +395.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling