+138.4%
HLT vs PODD
-55.4%
+193.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.3% |
| 7D | -1.6% | -10.5% | +8.9% | +0.2% |
| 30D | -5.0% | -9.0% | +4.0% | -3.6% |
| 3M | -10.4% | -11.5% | +1.2% | -9.5% |
| 6M | +3.2% | -44.7% | +48.0% | +13.5% |
| YTD | +6.7% | -53.6% | +60.3% | +21.3% |
| 1Y | +10.3% | -61.0% | +71.2% | +29.3% |
| 3Y | +99.3% | -24.7% | +124.0% | +99.2% |
| All | +138.4% | -55.4% | +193.9% | +147.1% |
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