+592.3%
HAS vs PODD
+770.9%
-178.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.9% |
| 7D | +3.3% | -4.4% | +7.7% | +3.9% |
| 30D | +30.5% | +9.4% | +21.1% | +28.6% |
| 3M | +29.9% | +3.6% | +26.2% | +28.9% |
| 6M | +26.5% | -4.0% | +30.5% | +26.2% |
| YTD | +51.9% | -47.9% | +99.9% | +66.2% |
| 1Y | +60.9% | -53.8% | +114.7% | +79.1% |
| 3Y | +215.0% | -4.5% | +219.5% | +207.9% |
| 5Y | +51.5% | -51.9% | +103.4% | +60.2% |
| 10Y | +102.2% | +308.9% | -206.6% | +49.7% |
| All | +592.3% | +770.9% | -178.6% | +283.9% |
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