+828.1%
PODD vs IOVA
-91.6%
+919.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.1% |
| 7D | +1.6% | +9.7% | -8.1% | +1.4% |
| 30D | +10.7% | +102.5% | -91.9% | +8.5% |
| 3M | +0.7% | +100.7% | -100.0% | -1.3% |
| 6M | -39.3% | +106.3% | -145.6% | -40.8% |
| YTD | -48.1% | +222.0% | -270.1% | -50.0% |
| 1Y | -57.4% | +299.5% | -357.0% | -59.3% |
| 3Y | -23.3% | +42.9% | -66.2% | -26.6% |
| 5Y | -51.3% | -65.0% | +13.7% | -52.5% |
| 10Y | +242.0% | +10.3% | +231.7% | +225.7% |
| All | +828.1% | -91.6% | +919.8% | +784.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling