+65.9%
HDB vs PODD
+315.5%
-249.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +4.1% | -4.4% | +8.5% | +4.7% |
| 30D | +13.0% | +8.1% | +4.9% | +11.6% |
| 3M | +11.3% | +2.9% | +8.3% | +10.5% |
| 6M | +6.9% | -5.7% | +12.7% | +6.8% |
| YTD | -29.6% | -47.5% | +17.8% | -23.4% |
| 1Y | -29.5% | -55.7% | +26.2% | -21.4% |
| 3Y | -8.1% | -3.7% | -4.4% | -12.2% |
| 5Y | -23.4% | -52.6% | +29.2% | -19.6% |
| All | +65.9% | +315.5% | -249.6% | +42.4% |
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 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