+133.9%
HL vs PODD
-57.0%
+190.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -2.6% |
| 7D | +1.5% | +1.6% | -0.1% | +1.6% |
| 30D | +25.1% | +10.7% | +14.4% | +25.9% |
| 3M | +22.9% | +0.7% | +22.2% | +21.2% |
| 6M | -4.9% | -39.3% | +34.4% | +7.8% |
| YTD | +7.8% | -48.1% | +55.9% | +26.7% |
| 1Y | +133.9% | -57.4% | +191.3% | +182.2% |
| All | +133.9% | -57.0% | +190.9% | +182.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling