+75.0%
AGG vs PODD
+736.9%
-662.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | -0.1% |
| 7D | +0.1% | -4.1% | +4.2% | +0.1% |
| 30D | -0.4% | +0.8% | -1.2% | -0.4% |
| 3M | -0.3% | -6.1% | +5.8% | -0.3% |
| 6M | -1.2% | -40.0% | +38.7% | -1.1% |
| YTD | -0.4% | -49.9% | +49.6% | -0.2% |
| 1Y | +0.4% | -59.3% | +59.7% | +0.6% |
| 3Y | +13.4% | -17.2% | +30.7% | +13.4% |
| 5Y | -1.4% | -53.0% | +51.6% | -1.4% |
| 10Y | +14.8% | +226.1% | -211.3% | +15.8% |
| All | +75.0% | +736.9% | -662.0% | +77.3% |
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