+498.2%
HCA vs PODD
+223.0%
+275.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.0% | +3.4% | +1.7% |
| 7D | +5.4% | -10.5% | +15.9% | +7.6% |
| 30D | +3.0% | -9.0% | +12.0% | +4.7% |
| 3M | +13.0% | -11.5% | +24.6% | +14.7% |
| 6M | -20.3% | -44.7% | +24.5% | -11.8% |
| YTD | -8.2% | -53.6% | +45.3% | +4.9% |
| 1Y | +6.7% | -61.0% | +67.7% | +26.0% |
| 3Y | +60.4% | -24.7% | +85.1% | +59.4% |
| 5Y | +73.4% | -55.5% | +128.9% | +86.9% |
| All | +498.2% | +223.0% | +275.2% | +336.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling