+49.3%
HAL vs PODD
+767.5%
-718.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.2% |
| 7D | +2.9% | +1.6% | +1.3% | +2.6% |
| 30D | +17.0% | +10.7% | +6.4% | +14.4% |
| 3M | -9.7% | +0.7% | -10.4% | -10.8% |
| 6M | +8.6% | -39.3% | +47.9% | +18.6% |
| YTD | +33.0% | -48.1% | +81.1% | +49.8% |
| 1Y | +68.3% | -57.4% | +125.7% | +97.0% |
| 3Y | +0.1% | -23.3% | +23.4% | -0.7% |
| 5Y | +102.6% | -51.3% | +153.9% | +114.5% |
| 10Y | +3.8% | +242.0% | -238.2% | -36.0% |
| All | +49.3% | +767.5% | -718.3% | -46.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling