+236.1%
PODD vs IOVA
+4.5%
+231.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -2.8% |
| 7D | -6.9% | -2.2% | -4.7% | -6.7% |
| 30D | -3.5% | +31.7% | -35.2% | -6.3% |
| 3M | -13.6% | +117.3% | -130.9% | -21.2% |
| 6M | -42.6% | +55.8% | -98.4% | -46.5% |
| YTD | -51.5% | +208.8% | -260.3% | -58.4% |
| 1Y | -60.9% | +255.7% | -316.6% | -67.3% |
| 3Y | -19.8% | +41.7% | -61.5% | -35.5% |
| 5Y | -54.4% | -64.9% | +10.5% | -58.7% |
| 10Y | +236.1% | +6.3% | +229.8% | +132.3% |
| All | +236.1% | +4.5% | +231.6% | +132.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling