+425.9%
HAS vs PODD
+767.5%
-341.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.2% |
| 7D | -1.8% | +1.6% | -3.4% | -2.1% |
| 30D | +2.3% | +10.7% | -8.4% | +0.5% |
| 3M | +10.4% | +0.7% | +9.6% | +9.4% |
| 6M | -3.2% | -39.3% | +36.0% | +3.5% |
| YTD | +15.4% | -48.1% | +63.5% | +26.5% |
| 1Y | +18.8% | -57.4% | +76.2% | +34.0% |
| 3Y | +43.9% | -23.3% | +67.2% | +45.2% |
| 5Y | +13.9% | -51.3% | +65.2% | +20.2% |
| 10Y | +56.4% | +242.0% | -185.6% | +18.5% |
| All | +425.9% | +767.5% | -341.6% | +192.1% |
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