+240.4%
AG vs PODD
+778.2%
-537.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -5.2% |
| 7D | -6.0% | -4.4% | -1.7% | -5.3% |
| 30D | -14.3% | +8.1% | -22.4% | -15.5% |
| 3M | -26.9% | +2.9% | -29.8% | -27.4% |
| 6M | -42.1% | -5.7% | -36.4% | -42.4% |
| YTD | -15.9% | -47.5% | +31.6% | -7.5% |
| 1Y | +11.5% | -55.7% | +67.2% | +26.4% |
| 3Y | +208.0% | -3.7% | +211.7% | +200.7% |
| 5Y | +2.4% | -52.6% | +55.0% | +10.1% |
| 10Y | +77.0% | +320.3% | -243.3% | +26.6% |
| All | +240.4% | +778.2% | -537.7% | +58.0% |
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