+5.8%
HD vs PODD
-22.7%
+28.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.2% |
| 7D | -2.1% | +1.6% | -3.7% | -2.2% |
| 30D | -8.4% | +10.7% | -19.1% | -9.4% |
| 3M | +4.3% | +0.7% | +3.6% | +3.7% |
| 6M | -11.1% | -39.3% | +28.1% | -6.9% |
| YTD | -4.7% | -48.1% | +43.4% | +1.4% |
| 1Y | -19.8% | -57.4% | +37.6% | -12.9% |
| All | +5.8% | -22.7% | +28.5% | +3.4% |
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