+72.8%
AG vs PODD
-54.3%
+127.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.1% | +2.9% |
| 7D | -0.1% | -6.9% | +6.8% | +1.8% |
| 30D | +12.5% | -3.5% | +15.9% | +13.2% |
| 3M | +28.2% | -13.6% | +41.7% | +30.7% |
| 6M | -18.8% | -42.6% | +23.8% | -6.3% |
| YTD | +27.4% | -51.5% | +78.9% | +55.1% |
| 1Y | +132.2% | -60.9% | +193.1% | +203.4% |
| 3Y | +286.9% | -19.8% | +306.6% | +277.9% |
| 5Y | +72.8% | -54.4% | +127.1% | +99.9% |
| All | +72.8% | -54.3% | +127.1% | +99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling