+1.2%
HAL vs PODD
+223.9%
-222.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | -0.2% |
| 7D | +0.5% | -4.1% | +4.6% | +1.1% |
| 30D | +15.9% | +0.8% | +15.1% | +15.7% |
| 3M | -8.7% | -6.1% | -2.6% | -8.5% |
| 6M | +9.0% | -40.0% | +49.0% | +16.6% |
| YTD | +32.0% | -49.9% | +82.0% | +45.1% |
| 1Y | +72.5% | -59.3% | +131.8% | +95.4% |
| 3Y | -4.5% | -17.2% | +12.7% | -6.4% |
| 5Y | +109.7% | -53.0% | +162.7% | +121.4% |
| 10Y | +1.2% | +226.1% | -224.9% | -11.0% |
| All | +1.2% | +223.9% | -222.7% | -11.0% |
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