-17.4%
HAL vs PODD
+315.5%
-332.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +2.6% | -4.4% | +7.0% | +3.3% |
| 30D | -0.1% | +8.1% | -8.2% | -1.4% |
| 3M | -1.1% | +2.9% | -4.1% | -1.9% |
| 6M | -20.7% | -5.7% | -15.0% | -20.9% |
| YTD | +17.5% | -47.5% | +65.0% | +28.2% |
| 1Y | +24.1% | -55.7% | +79.8% | +39.0% |
| 3Y | -8.4% | -3.7% | -4.6% | -12.4% |
| 5Y | +53.2% | -52.6% | +105.8% | +61.8% |
| All | -17.4% | +315.5% | -332.9% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling