-48.5%
PODD vs IOVA
+362.8%
-411.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.5% | +8.0% | +6.6% |
| 7D | +10.8% | -41.3% | +52.1% | +11.8% |
| 30D | +21.7% | -38.5% | +60.2% | +22.5% |
| 3M | -1.1% | +99.5% | -100.6% | -5.3% |
| 6M | -3.7% | +126.0% | -129.7% | -8.7% |
| YTD | -41.9% | +218.7% | -260.6% | -47.3% |
| 1Y | -48.5% | +378.0% | -426.5% | -56.3% |
| All | -48.5% | +362.8% | -411.2% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 1y: compounded portfolio wealth divided by compounded IOVA 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…
1y analysis · Full analysis span regression · 6 months rolling