-53.0%
PODD vs IOVA
-63.5%
+10.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.5% |
| 7D | -4.1% | +5.1% | -9.2% | -4.4% |
| 30D | +0.8% | +37.2% | -36.4% | -1.5% |
| 3M | -6.1% | +117.5% | -123.6% | -11.6% |
| 6M | -40.0% | +69.6% | -109.6% | -42.9% |
| YTD | -49.9% | +218.7% | -268.6% | -54.9% |
| 1Y | -59.3% | +265.5% | -324.8% | -64.0% |
| 3Y | -17.2% | +46.2% | -63.5% | -30.7% |
| 5Y | -53.0% | -63.2% | +10.3% | -55.2% |
| All | -53.0% | -63.5% | +10.5% | -55.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling