+25.9%
HD vs PODD
-10.3%
+36.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.2% | +4.3% | -1.0% |
| 7D | +4.3% | -2.1% | +6.5% | +4.7% |
| 30D | +20.2% | +9.0% | +11.1% | +19.1% |
| 3M | -1.0% | +5.2% | -6.2% | -1.6% |
| 6M | +7.9% | -3.2% | +11.1% | +7.6% |
| YTD | +2.0% | -48.5% | +50.4% | +9.1% |
| 1Y | -4.3% | -54.7% | +50.4% | +3.8% |
| 3Y | +25.9% | -7.8% | +33.7% | +19.3% |
| All | +25.9% | -10.3% | +36.2% | +19.3% |
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 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