+193.0%
HOOD vs PODD
-53.4%
+246.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.5% | -0.4% | -2.2% |
| 7D | +13.4% | -4.1% | +17.5% | +15.8% |
| 30D | +25.8% | +0.8% | +25.0% | +25.1% |
| 3M | +38.0% | -6.1% | +44.1% | +37.3% |
| 6M | +52.2% | -40.0% | +92.2% | +89.8% |
| YTD | +3.7% | -49.9% | +53.7% | +41.9% |
| 1Y | +0.1% | -59.3% | +59.3% | +51.9% |
| 3Y | +992.6% | -17.2% | +1,009.8% | +1,002.8% |
| 5Y | +193.0% | -53.0% | +246.0% | +292.2% |
| All | +193.0% | -53.4% | +246.4% | +292.2% |
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 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