+635.0%
HLT vs PODD
+271.6%
+363.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.2% |
| 7D | -2.6% | -10.6% | +8.0% | -0.7% |
| 30D | -2.6% | -6.9% | +4.3% | -1.5% |
| 3M | -9.4% | -10.6% | +1.2% | -8.6% |
| 6M | +2.7% | -43.5% | +46.2% | +12.0% |
| YTD | +6.8% | -52.6% | +59.4% | +20.0% |
| 1Y | +12.4% | -60.1% | +72.5% | +30.0% |
| 3Y | +100.2% | -21.7% | +121.8% | +99.5% |
| 5Y | +143.7% | -54.6% | +198.3% | +160.6% |
| 10Y | +584.9% | +228.2% | +356.7% | +417.7% |
| All | +635.0% | +271.6% | +363.4% | +446.8% |
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