-21.3%
PODD vs AGI
+214.4%
-235.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.2% |
| 7D | -6.9% | +2.2% | -9.1% | -7.1% |
| 30D | -3.5% | +11.3% | -14.7% | -4.6% |
| 3M | -13.6% | +5.6% | -19.2% | -13.9% |
| 6M | -42.6% | -27.7% | -15.0% | -39.6% |
| YTD | -51.5% | -4.1% | -47.4% | -51.8% |
| 1Y | -60.9% | +13.8% | -74.7% | -62.8% |
| All | -21.3% | +214.4% | -235.7% | -46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling