+205.0%
HD vs PODD
+223.9%
-18.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -1.7% |
| 7D | -1.2% | -4.1% | +2.9% | -0.5% |
| 30D | -11.1% | +0.8% | -11.9% | -11.3% |
| 3M | +2.0% | -6.1% | +8.1% | +2.4% |
| 6M | -10.5% | -40.0% | +29.5% | -3.4% |
| YTD | -6.9% | -49.9% | +43.1% | +3.5% |
| 1Y | -23.2% | -59.3% | +36.1% | -11.8% |
| 3Y | +3.1% | -17.2% | +20.3% | +1.2% |
| 5Y | +7.4% | -53.0% | +60.4% | +13.8% |
| 10Y | +205.0% | +226.1% | -21.1% | +150.7% |
| All | +205.0% | +223.9% | -18.9% | +150.7% |
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