+38.6%
HPQ vs PODD
-54.3%
+92.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.1% | +8.0% | +5.4% |
| 7D | +2.2% | -6.9% | +9.1% | +3.4% |
| 30D | +9.7% | -3.5% | +13.2% | +10.3% |
| 3M | +32.7% | -13.6% | +46.3% | +35.1% |
| 6M | +77.7% | -42.6% | +120.3% | +93.6% |
| YTD | +51.0% | -51.5% | +102.5% | +69.8% |
| 1Y | +18.4% | -60.9% | +79.3% | +38.6% |
| 3Y | +25.6% | -19.8% | +45.3% | +24.0% |
| 5Y | +38.6% | -54.4% | +93.0% | +48.3% |
| All | +38.6% | -54.3% | +92.9% | +48.3% |
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