+33.7%
HDB vs PODD
+218.3%
-184.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.3% |
| 7D | -4.9% | -6.9% | +2.0% | -3.9% |
| 30D | -5.8% | -3.5% | -2.4% | -5.4% |
| 3M | -5.2% | -13.6% | +8.4% | -3.8% |
| 6M | -25.7% | -42.6% | +16.9% | -20.2% |
| YTD | -39.6% | -51.5% | +11.9% | -33.5% |
| 1Y | -36.9% | -60.9% | +24.0% | -28.4% |
| 3Y | -29.7% | -19.8% | -9.9% | -30.9% |
| 5Y | -37.8% | -54.4% | +16.6% | -34.4% |
| 10Y | +33.7% | +236.1% | -202.3% | +16.9% |
| All | +33.7% | +218.3% | -184.6% | +16.9% |
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