+232.2%
AG vs PODD
+796.9%
-564.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.6% | -2.8% |
| 7D | -10.0% | +4.1% | -14.0% | -10.6% |
| 30D | -10.5% | +13.9% | -24.3% | -12.5% |
| 3M | -27.3% | +4.1% | -31.4% | -27.9% |
| 6M | -43.0% | +2.4% | -45.4% | -44.1% |
| YTD | -17.9% | -46.4% | +28.4% | -10.1% |
| 1Y | +11.9% | -54.2% | +66.1% | +26.1% |
| 3Y | +201.8% | -6.9% | +208.7% | +196.4% |
| 5Y | -0.1% | -51.6% | +51.5% | +7.0% |
| 10Y | +72.7% | +329.3% | -256.6% | +23.0% |
| All | +232.2% | +796.9% | -564.8% | +53.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling