+249.3%
HL vs PODD
-54.3%
+303.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +5.0% | +2.7% |
| 7D | +0.4% | -6.9% | +7.3% | +2.3% |
| 30D | +18.8% | -3.5% | +22.3% | +19.7% |
| 3M | +43.7% | -13.6% | +57.3% | +46.3% |
| 6M | -1.0% | -42.6% | +41.6% | +14.4% |
| YTD | +8.7% | -51.5% | +60.2% | +33.1% |
| 1Y | +105.0% | -60.9% | +165.9% | +169.4% |
| 3Y | +427.3% | -19.8% | +447.1% | +413.4% |
| 5Y | +249.3% | -54.4% | +303.7% | +300.9% |
| All | +249.3% | -54.3% | +303.6% | +300.9% |
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 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