+36.0%
HBAN vs PODD
-55.6%
+91.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +3.0% | +1.0% |
| 7D | -1.9% | -10.6% | +8.6% | -0.2% |
| 30D | -5.9% | -6.9% | +1.1% | -4.9% |
| 3M | +0.2% | -10.6% | +10.9% | +1.2% |
| 6M | +6.6% | -43.5% | +50.1% | +15.9% |
| YTD | -1.7% | -52.6% | +50.9% | +10.0% |
| 1Y | -1.7% | -60.1% | +58.4% | +13.0% |
| 3Y | +74.9% | -21.7% | +96.6% | +75.8% |
| 5Y | +36.0% | -54.6% | +90.5% | +48.8% |
| All | +36.0% | -55.6% | +91.5% | +48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling