+58.2%
HCA vs PODD
-23.0%
+81.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.1% |
| 7D | +2.9% | -10.6% | +13.5% | +4.2% |
| 30D | +2.4% | -6.9% | +9.3% | +3.2% |
| 3M | +13.0% | -10.6% | +23.7% | +13.8% |
| 6M | -21.4% | -43.5% | +22.1% | -16.4% |
| YTD | -9.5% | -52.6% | +43.2% | -1.6% |
| 1Y | +7.5% | -60.1% | +67.6% | +19.5% |
| All | +58.2% | -23.0% | +81.2% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling