+362.8%
HPE vs PODD
-54.3%
+417.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.1% | +8.2% | +5.5% |
| 7D | +13.6% | -6.9% | +20.5% | +14.6% |
| 30D | +7.7% | -3.5% | +11.2% | +8.0% |
| 3M | +22.4% | -13.6% | +36.0% | +23.5% |
| 6M | +172.6% | -42.6% | +215.2% | +194.6% |
| YTD | +147.5% | -51.5% | +199.0% | +176.2% |
| 1Y | +151.8% | -60.9% | +212.7% | +192.8% |
| 3Y | +267.1% | -19.8% | +286.8% | +266.6% |
| 5Y | +362.8% | -54.4% | +417.1% | +389.7% |
| All | +362.8% | -54.3% | +417.0% | +389.7% |
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 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