+459.5%
AJG vs PODD
+223.0%
+236.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.9% |
| 7D | -8.3% | -10.5% | +2.3% | -6.8% |
| 30D | -5.7% | -9.0% | +3.4% | -4.4% |
| 3M | +9.1% | -11.5% | +20.6% | +10.5% |
| 6M | +15.2% | -44.7% | +60.0% | +24.2% |
| YTD | -6.3% | -53.6% | +47.3% | +3.4% |
| 1Y | -19.1% | -61.0% | +41.8% | -8.8% |
| 3Y | +8.2% | -24.7% | +32.9% | +8.4% |
| 5Y | +75.6% | -55.5% | +131.1% | +86.1% |
| All | +459.5% | +223.0% | +236.6% | +380.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling