+1,279.3%
HD vs PODD
+767.5%
+511.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.3% |
| 7D | -2.1% | +1.6% | -3.7% | -2.3% |
| 30D | -8.4% | +10.7% | -19.1% | -10.0% |
| 3M | +4.3% | +0.7% | +3.6% | +3.5% |
| 6M | -11.1% | -39.3% | +28.1% | -4.6% |
| YTD | -4.7% | -48.1% | +43.4% | +4.9% |
| 1Y | -19.8% | -57.4% | +37.6% | -9.1% |
| 3Y | +4.1% | -23.3% | +27.4% | +4.1% |
| 5Y | +10.3% | -51.3% | +61.6% | +16.1% |
| 10Y | +203.2% | +242.0% | -38.9% | +120.9% |
| All | +1,279.3% | +767.5% | +511.8% | +585.2% |
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