+18.5%
HON vs PODD
-21.1%
+39.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -1.4% |
| 7D | -0.6% | -6.9% | +6.3% | 0.0% |
| 30D | -15.4% | -3.5% | -11.9% | -15.2% |
| 3M | -9.1% | -13.6% | +4.5% | -8.4% |
| 6M | -17.1% | -42.6% | +25.6% | -13.3% |
| YTD | +1.5% | -51.5% | +53.0% | +7.8% |
| 1Y | -1.3% | -60.9% | +59.6% | +7.0% |
| All | +18.5% | -21.1% | +39.6% | +17.2% |
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 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