-20.8%
HAL vs PODD
+308.1%
-328.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | -6.5% | -4.4% | -2.1% | -6.0% |
| 30D | -2.1% | +9.4% | -11.6% | -3.6% |
| 3M | -4.9% | +3.6% | -8.5% | -5.7% |
| 6M | -19.3% | -4.0% | -15.3% | -19.7% |
| YTD | +14.3% | -47.9% | +62.2% | +24.8% |
| 1Y | +17.3% | -53.8% | +71.1% | +30.4% |
| 3Y | -10.9% | -4.5% | -6.4% | -14.7% |
| 5Y | +47.4% | -51.9% | +99.3% | +55.2% |
| 10Y | -20.8% | +308.9% | -329.7% | -31.5% |
| All | -20.8% | +308.1% | -328.9% | -31.5% |
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