+15.9%
AJG vs PODD
-48.3%
+64.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.6% | -1.1% | +4.3% |
| 7D | +10.7% | +10.8% | -0.1% | +8.7% |
| 30D | +26.9% | +21.7% | +5.2% | +22.7% |
| 3M | +16.6% | -1.1% | +17.6% | +15.4% |
| 6M | +40.1% | -3.7% | +43.8% | +36.8% |
| YTD | +12.4% | -41.9% | +54.4% | +10.3% |
| 1Y | +15.9% | -48.5% | +64.4% | +14.2% |
| All | +15.9% | -48.3% | +64.3% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling