+66.5%
AG vs PODD
+229.6%
-163.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.3% | -2.5% | -4.5% |
| 7D | -5.8% | -10.6% | +4.8% | -4.0% |
| 30D | +6.4% | -6.9% | +13.3% | +7.5% |
| 3M | +28.4% | -10.6% | +39.0% | +29.2% |
| 6M | -24.5% | -43.5% | +19.0% | -17.5% |
| YTD | +21.2% | -52.6% | +73.8% | +36.9% |
| 1Y | +114.1% | -60.1% | +174.2% | +149.8% |
| 3Y | +268.0% | -21.7% | +289.7% | +272.0% |
| 5Y | +67.3% | -54.6% | +121.9% | +79.1% |
| All | +66.5% | +229.6% | -163.1% | +93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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