+248.1%
HD vs PODD
+315.5%
-67.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -0.5% | -4.4% | +3.9% | +0.3% |
| 30D | +18.5% | +8.1% | +10.4% | +16.9% |
| 3M | +2.2% | +2.9% | -0.8% | +1.6% |
| 6M | +13.8% | -5.7% | +19.6% | +14.0% |
| YTD | +3.4% | -47.5% | +50.9% | +14.1% |
| 1Y | -3.5% | -55.7% | +52.2% | +9.5% |
| 3Y | +29.0% | -3.7% | +32.7% | +23.6% |
| 5Y | +6.1% | -52.6% | +58.7% | +12.6% |
| All | +248.1% | +315.5% | -67.4% | +184.3% |
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 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