+489.4%
HON vs PODD
+736.9%
-247.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.9% | -0.1% |
| 7D | -0.8% | -4.1% | +3.3% | -0.1% |
| 30D | -15.2% | +0.8% | -16.0% | -15.4% |
| 3M | -6.0% | -6.1% | +0.1% | -5.7% |
| 6M | -14.9% | -40.0% | +25.1% | -8.5% |
| YTD | +3.2% | -49.9% | +53.1% | +14.2% |
| 1Y | 0.0% | -59.3% | +59.3% | +14.3% |
| 3Y | +21.5% | -17.2% | +38.7% | +19.5% |
| 5Y | +4.0% | -53.0% | +57.0% | +9.8% |
| 10Y | +138.4% | +226.1% | -87.7% | +67.7% |
| All | +489.4% | +736.9% | -247.5% | +181.2% |
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