+590.4%
HAS vs PODD
+778.2%
-187.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -2.0% |
| 7D | +1.6% | -4.4% | +6.0% | +2.3% |
| 30D | +26.6% | +8.1% | +18.5% | +25.0% |
| 3M | +29.0% | +2.9% | +26.1% | +28.1% |
| 6M | +30.6% | -5.7% | +36.3% | +30.6% |
| YTD | +51.5% | -47.5% | +99.0% | +65.5% |
| 1Y | +58.5% | -55.7% | +114.2% | +77.5% |
| 3Y | +214.1% | -3.7% | +217.9% | +206.6% |
| 5Y | +50.2% | -52.6% | +102.8% | +59.2% |
| 10Y | +100.0% | +320.3% | -220.3% | +47.4% |
| All | +590.4% | +778.2% | -187.8% | +282.3% |
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