+370.3%
HPE vs PODD
+324.4%
+45.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.9% | -4.0% |
| 7D | +7.9% | +4.1% | +3.8% | +7.3% |
| 30D | -23.5% | +13.9% | -37.3% | -25.0% |
| 3M | -19.1% | +4.1% | -23.2% | -19.8% |
| 6M | +51.4% | +2.4% | +49.0% | +48.3% |
| YTD | +103.4% | -46.4% | +149.8% | +122.3% |
| 1Y | +114.4% | -54.2% | +168.6% | +141.0% |
| 3Y | +224.7% | -6.9% | +231.5% | +216.0% |
| 5Y | +277.8% | -51.6% | +329.3% | +299.5% |
| All | +370.3% | +324.4% | +45.9% | +245.7% |
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 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