-30.4%
PODD vs FGI
-70.4%
+40.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +7.5% | -9.6% | -2.2% |
| 7D | +1.6% | +0.5% | +1.1% | +1.6% |
| 30D | +10.7% | +65.4% | -54.7% | +8.0% |
| 3M | +0.7% | +23.5% | -22.8% | -1.1% |
| 6M | -39.3% | +60.5% | -99.8% | -41.9% |
| YTD | -48.1% | +30.0% | -78.1% | -50.0% |
| 1Y | -57.4% | +82.1% | -139.5% | -60.8% |
| 3Y | -23.3% | -4.4% | -18.9% | -30.5% |
| All | -30.4% | -70.4% | +40.0% | -29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling