+209.3%
AG vs PODD
-6.1%
+215.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -5.2% |
| 7D | -6.0% | -4.4% | -1.7% | -5.2% |
| 30D | -14.3% | +8.1% | -22.4% | -15.6% |
| 3M | -26.9% | +2.9% | -29.8% | -27.4% |
| 6M | -42.1% | -5.7% | -36.4% | -42.5% |
| YTD | -15.9% | -47.5% | +31.6% | +0.5% |
| 1Y | +11.5% | -55.7% | +67.2% | +41.3% |
| All | +209.3% | -6.1% | +215.4% | +162.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling