+164.7%
HL vs PODD
+767.5%
-602.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -2.0% |
| 7D | +1.5% | +1.6% | -0.1% | +1.1% |
| 30D | +25.1% | +10.7% | +14.4% | +21.9% |
| 3M | +22.9% | +0.7% | +22.2% | +20.2% |
| 6M | -4.9% | -39.3% | +34.4% | +4.3% |
| YTD | +7.8% | -48.1% | +55.9% | +22.8% |
| 1Y | +133.9% | -57.4% | +191.3% | +178.5% |
| 3Y | +380.9% | -23.3% | +404.2% | +384.9% |
| 5Y | +230.2% | -51.3% | +281.5% | +261.5% |
| 10Y | +265.6% | +242.0% | +23.5% | +136.8% |
| All | +164.7% | +767.5% | -602.8% | -25.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling