+1.9%
HON vs PODD
-55.6%
+57.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.0% |
| 7D | -2.6% | -10.6% | +7.9% | -1.3% |
| 30D | -11.9% | -6.9% | -5.0% | -11.1% |
| 3M | -6.1% | -10.6% | +4.6% | -5.3% |
| 6M | -19.2% | -43.5% | +24.3% | -13.5% |
| YTD | +0.2% | -52.6% | +52.8% | +9.8% |
| 1Y | -1.5% | -60.1% | +58.6% | +10.5% |
| 3Y | +17.9% | -21.7% | +39.6% | +16.2% |
| 5Y | +1.9% | -54.6% | +56.5% | +6.7% |
| All | +1.9% | -55.6% | +57.5% | +6.7% |
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