-37.4%
HDB vs PODD
-53.4%
+16.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.5% | +0.5% | -2.6% |
| 7D | -2.0% | -4.1% | +2.1% | -1.5% |
| 30D | -4.9% | +0.8% | -5.7% | -5.0% |
| 3M | -2.3% | -6.1% | +3.8% | -2.2% |
| 6M | -23.7% | -40.0% | +16.2% | -19.2% |
| YTD | -38.5% | -49.9% | +11.5% | -33.3% |
| 1Y | -36.5% | -59.3% | +22.8% | -29.3% |
| 3Y | -28.5% | -17.2% | -11.2% | -30.4% |
| 5Y | -37.4% | -53.0% | +15.6% | -34.8% |
| All | -37.4% | -53.4% | +16.1% | -34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling