-9.7%
HAL vs PODD
-3.5%
-6.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.1% | 0.0% |
| 7D | -7.9% | -2.5% | -5.4% | -7.8% |
| 30D | -2.1% | +10.7% | -12.8% | -2.8% |
| 3M | +0.4% | +6.1% | -5.7% | -0.1% |
| 6M | -19.2% | -2.8% | -16.4% | -19.4% |
| YTD | +14.4% | -47.3% | +61.7% | +20.9% |
| 1Y | +18.0% | -53.2% | +71.1% | +26.4% |
| 3Y | -9.7% | -2.0% | -7.7% | -18.8% |
| All | -9.7% | -3.5% | -6.2% | -18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling