+571.9%
HPE vs PODD
+397.5%
+174.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.9% | -4.1% |
| 7D | +7.9% | +4.1% | +3.8% | +7.2% |
| 30D | -23.5% | +13.9% | -37.3% | -25.2% |
| 3M | -19.1% | +4.1% | -23.2% | -19.9% |
| 6M | +51.4% | +2.4% | +49.0% | +48.0% |
| YTD | +103.4% | -46.4% | +149.8% | +123.3% |
| 1Y | +114.4% | -54.2% | +168.6% | +142.3% |
| 3Y | +224.7% | -6.9% | +231.5% | +214.5% |
| 5Y | +277.8% | -51.6% | +329.3% | +300.4% |
| 10Y | +371.1% | +329.3% | +41.8% | +190.3% |
| All | +571.9% | +397.5% | +174.4% | +282.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling