+2.4%
AG vs PODD
-52.9%
+55.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -5.1% |
| 7D | -6.0% | -4.4% | -1.7% | -5.0% |
| 30D | -14.3% | +8.1% | -22.4% | -16.1% |
| 3M | -26.9% | +2.9% | -29.8% | -27.7% |
| 6M | -42.1% | -5.7% | -36.4% | -42.7% |
| YTD | -15.9% | -47.5% | +31.6% | +0.1% |
| 1Y | +11.5% | -55.7% | +67.2% | +40.4% |
| 3Y | +208.0% | -3.7% | +211.7% | +187.1% |
| 5Y | +2.4% | -52.6% | +55.0% | +17.2% |
| All | +2.4% | -52.9% | +55.3% | +17.2% |
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