+215.2%
PODD vs AGI
+392.3%
-177.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.1% |
| 7D | -10.5% | -2.7% | -7.8% | -10.3% |
| 30D | -9.0% | +7.2% | -16.3% | -9.6% |
| 3M | -11.5% | +4.3% | -15.8% | -12.0% |
| 6M | -44.7% | -27.1% | -17.7% | -43.6% |
| YTD | -53.6% | -6.6% | -47.0% | -53.7% |
| 1Y | -61.0% | +9.5% | -70.5% | -61.7% |
| 3Y | -24.7% | +208.4% | -233.2% | -32.3% |
| 5Y | -55.5% | +401.6% | -457.1% | -61.2% |
| All | +215.2% | +392.3% | -177.1% | +183.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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