+28.4%
HAL vs PODD
+781.2%
-752.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.1% | -0.3% |
| 7D | -7.9% | -2.5% | -5.4% | -7.5% |
| 30D | -2.1% | +10.7% | -12.8% | -4.4% |
| 3M | +0.4% | +6.1% | -5.7% | -1.3% |
| 6M | -19.2% | -2.8% | -16.4% | -20.0% |
| YTD | +14.4% | -47.3% | +61.7% | +28.0% |
| 1Y | +18.0% | -53.2% | +71.1% | +35.0% |
| 3Y | -9.7% | -2.0% | -7.7% | -14.8% |
| 5Y | +40.1% | -52.9% | +93.1% | +49.3% |
| 10Y | -19.1% | +321.1% | -340.2% | -52.4% |
| All | +28.4% | +781.2% | -752.9% | -54.4% |
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