-6.9%
PODD vs FGI
-16.0%
+9.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -25.2% | +27.3% | +2.3% |
| 7D | +4.1% | -14.4% | +18.5% | +4.1% |
| 30D | +13.9% | -11.8% | +25.6% | +13.9% |
| 3M | +4.1% | -46.2% | +50.4% | +4.5% |
| 6M | +2.4% | +5.2% | -2.7% | +1.8% |
| YTD | -46.4% | +10.5% | -56.9% | -46.9% |
| 1Y | -54.2% | +25.5% | -79.7% | -54.8% |
| 3Y | -6.9% | -16.0% | +9.1% | -10.2% |
| All | -6.9% | -16.0% | +9.1% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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