+105.3%
HAL vs PODD
-51.3%
+156.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.3% |
| 7D | +2.9% | +1.6% | +1.3% | +2.7% |
| 30D | +17.0% | +10.7% | +6.4% | +15.5% |
| 3M | -9.7% | +0.7% | -10.4% | -10.4% |
| 6M | +8.6% | -39.3% | +47.9% | +15.2% |
| YTD | +33.0% | -48.1% | +81.1% | +44.1% |
| 1Y | +68.3% | -57.4% | +125.7% | +87.4% |
| 3Y | +0.1% | -23.3% | +23.4% | -0.5% |
| All | +105.3% | -51.3% | +156.6% | +121.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling