+116.4%
HPE vs PODD
-48.3%
+164.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +6.6% | -12.2% | -3.9% |
| 7D | -17.0% | +10.8% | -27.8% | -14.5% |
| 30D | -26.7% | +21.7% | -48.4% | -22.6% |
| 3M | -4.1% | -1.1% | -3.1% | -1.9% |
| 6M | +75.4% | -3.7% | +79.1% | +83.7% |
| YTD | +111.0% | -41.9% | +153.0% | +124.8% |
| 1Y | +116.4% | -48.5% | +164.9% | +134.3% |
| All | +116.4% | -48.3% | +164.8% | +134.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling