-29.5%
PODD vs FGI
-66.3%
+36.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.2% | -6.7% | -0.6% |
| 7D | -4.4% | +13.5% | -17.9% | -4.6% |
| 30D | +8.1% | +17.1% | -9.0% | +7.7% |
| 3M | +2.9% | +78.0% | -75.1% | +0.2% |
| 6M | -5.7% | +46.4% | -52.2% | -8.0% |
| YTD | -47.5% | +47.7% | -95.2% | -49.6% |
| 1Y | -55.7% | +56.8% | -112.5% | -57.9% |
| 3Y | -3.7% | +12.3% | -16.0% | -13.3% |
| All | -29.5% | -66.3% | +36.8% | -28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling