+164.4%
HPQ vs PODD
+767.5%
-603.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.1% | +4.3% | +2.6% |
| 7D | +6.9% | +1.6% | +5.3% | +6.6% |
| 30D | +14.4% | +10.7% | +3.8% | +12.4% |
| 3M | +25.6% | +0.7% | +24.9% | +24.5% |
| 6M | +75.0% | -39.3% | +114.3% | +88.1% |
| YTD | +50.7% | -48.1% | +98.8% | +66.3% |
| 1Y | +18.7% | -57.4% | +76.1% | +35.3% |
| 3Y | +21.5% | -23.3% | +44.8% | +21.7% |
| 5Y | +31.6% | -51.3% | +82.8% | +39.2% |
| 10Y | +216.1% | +242.0% | -26.0% | +130.1% |
| All | +164.4% | +767.5% | -603.2% | +31.2% |
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