+764.2%
PODD vs AGI
+590.7%
+173.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.2% |
| 7D | -6.9% | +2.2% | -9.1% | -7.0% |
| 30D | -3.5% | +11.3% | -14.7% | -4.2% |
| 3M | -13.6% | +5.6% | -19.2% | -14.2% |
| 6M | -42.6% | -27.7% | -15.0% | -41.6% |
| YTD | -51.5% | -4.1% | -47.4% | -51.8% |
| 1Y | -60.9% | +13.8% | -74.7% | -61.7% |
| 3Y | -19.8% | +217.0% | -236.8% | -27.3% |
| 5Y | -54.4% | +404.3% | -458.7% | -60.0% |
| 10Y | +236.1% | +400.5% | -164.4% | +185.5% |
| All | +764.2% | +590.7% | +173.4% | +479.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling