+53.1%
AIG vs PODD
-55.4%
+108.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.6% |
| 7D | -1.2% | -10.5% | +9.4% | 0.0% |
| 30D | -1.1% | -9.0% | +8.0% | -0.1% |
| 3M | +0.7% | -11.5% | +12.2% | +1.5% |
| 6M | -2.2% | -44.7% | +42.6% | +3.5% |
| YTD | -10.8% | -53.6% | +42.7% | -3.9% |
| 1Y | -2.0% | -61.0% | +58.9% | +7.6% |
| 3Y | +34.8% | -24.7% | +59.5% | +33.8% |
| All | +53.1% | -55.4% | +108.6% | +61.5% |
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 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