+249.6%
HL vs PODD
-4.1%
+253.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.3% |
| 7D | -11.1% | +4.1% | -15.2% | -11.8% |
| 30D | -12.1% | +13.9% | -25.9% | -14.2% |
| 3M | -26.1% | +4.1% | -30.2% | -26.7% |
| 6M | -37.7% | +2.4% | -40.2% | -39.7% |
| YTD | -31.7% | -46.4% | +14.7% | -18.4% |
| 1Y | -11.6% | -54.2% | +42.5% | +11.3% |
| 3Y | +249.6% | -6.9% | +256.5% | +193.9% |
| All | +249.6% | -4.1% | +253.7% | +193.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling