-54.6%
PODD vs AGI
+389.6%
-444.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.3% | +1.0% | -1.8% |
| 7D | -10.6% | -5.3% | -5.3% | -9.7% |
| 30D | -6.9% | +6.8% | -13.7% | -8.1% |
| 3M | -10.6% | +8.3% | -18.9% | -12.5% |
| 6M | -43.5% | -29.2% | -14.2% | -40.0% |
| YTD | -52.6% | -7.3% | -45.4% | -53.3% |
| 1Y | -60.1% | +8.0% | -68.1% | -62.5% |
| 3Y | -21.7% | +206.6% | -228.2% | -47.0% |
| 5Y | -54.6% | +398.1% | -452.7% | -74.0% |
| All | -54.6% | +389.6% | -444.2% | -74.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling