+1,645.7%
HCA vs PODD
+696.6%
+949.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | 0.0% |
| 7D | -2.8% | -4.1% | +1.3% | -2.0% |
| 30D | -2.7% | +0.8% | -3.5% | -3.0% |
| 3M | +11.5% | -6.1% | +17.6% | +11.9% |
| 6M | -24.3% | -40.0% | +15.7% | -17.1% |
| YTD | -13.6% | -49.9% | +36.4% | -1.8% |
| 1Y | -3.2% | -59.3% | +56.1% | +14.6% |
| 3Y | +50.4% | -17.2% | +67.7% | +47.0% |
| 5Y | +64.8% | -53.0% | +117.8% | +76.5% |
| 10Y | +456.5% | +226.1% | +230.4% | +260.3% |
| All | +1,645.7% | +696.6% | +949.1% | +714.9% |
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