+51.4%
HPE vs PODD
-2.3%
+53.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.9% | -3.0% |
| 7D | +7.9% | +4.1% | +3.8% | +9.4% |
| 30D | -23.5% | +13.9% | -37.3% | -18.5% |
| 3M | -19.1% | +4.1% | -23.2% | -15.7% |
| 6M | +51.4% | +2.4% | +49.0% | +64.4% |
| All | +51.4% | -2.3% | +53.7% | +64.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling