+9.0%
HCA vs PODD
-48.3%
+57.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +6.6% | +3.8% | +9.7% |
| 7D | +10.2% | +10.8% | -0.6% | +9.4% |
| 30D | +17.4% | +21.7% | -4.3% | +15.8% |
| 3M | +27.7% | -1.1% | +28.8% | +27.2% |
| 6M | +20.0% | -3.7% | +23.7% | +19.1% |
| YTD | +10.0% | -41.9% | +51.9% | +12.3% |
| 1Y | +9.0% | -48.5% | +57.5% | +13.3% |
| All | +9.0% | -48.3% | +57.4% | +13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling