+410.3%
AG vs PODD
+767.5%
-357.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.1% | -1.6% |
| 7D | +1.0% | +1.6% | -0.6% | +0.7% |
| 30D | +19.2% | +10.7% | +8.5% | +16.9% |
| 3M | +6.2% | +0.7% | +5.4% | +4.5% |
| 6M | -26.7% | -39.3% | +12.6% | -21.3% |
| YTD | +26.1% | -48.1% | +74.2% | +39.1% |
| 1Y | +131.7% | -57.4% | +189.1% | +164.3% |
| 3Y | +255.3% | -23.3% | +278.6% | +259.3% |
| 5Y | +61.9% | -51.3% | +113.2% | +73.4% |
| 10Y | +72.0% | +242.0% | -170.0% | +27.1% |
| All | +410.3% | +767.5% | -357.2% | +137.5% |
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