+489.7%
HPE vs PODD
+229.6%
+260.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.3% | -3.9% | -5.9% |
| 7D | +1.4% | -10.6% | +12.0% | +3.1% |
| 30D | +1.5% | -6.9% | +8.5% | +2.5% |
| 3M | +21.7% | -10.6% | +32.4% | +22.3% |
| 6M | +164.2% | -43.5% | +207.6% | +185.2% |
| YTD | +132.1% | -52.6% | +184.7% | +158.5% |
| 1Y | +130.6% | -60.1% | +190.8% | +164.7% |
| 3Y | +244.1% | -21.7% | +265.8% | +243.3% |
| 5Y | +340.8% | -54.6% | +395.4% | +369.9% |
| All | +489.7% | +229.6% | +260.1% | +358.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling