+217.2%
HPQ vs PODD
+229.6%
-12.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.4% | +1.5% |
| 7D | +3.5% | -10.6% | +14.1% | +5.7% |
| 30D | +13.7% | -6.9% | +20.6% | +15.2% |
| 3M | +33.9% | -10.6% | +44.5% | +35.7% |
| 6M | +80.9% | -43.5% | +124.4% | +98.8% |
| YTD | +52.6% | -52.6% | +105.2% | +73.6% |
| 1Y | +21.2% | -60.1% | +81.4% | +42.5% |
| 3Y | +26.9% | -21.7% | +48.5% | +26.0% |
| 5Y | +41.1% | -54.6% | +95.7% | +52.4% |
| All | +217.2% | +229.6% | -12.4% | +149.1% |
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