+140.1%
HPQ vs PODD
+796.9%
-656.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.5% | +1.3% |
| 7D | +3.2% | +4.1% | -0.9% | +2.4% |
| 30D | -3.6% | +13.9% | -17.5% | -5.7% |
| 3M | -5.3% | +4.1% | -9.4% | -6.1% |
| 6M | +41.1% | +2.4% | +38.7% | +39.2% |
| YTD | +36.9% | -46.4% | +83.2% | +50.0% |
| 1Y | +23.5% | -54.2% | +77.7% | +39.0% |
| 3Y | +19.6% | -6.9% | +26.4% | +16.3% |
| 5Y | +11.4% | -51.6% | +63.0% | +17.9% |
| 10Y | +160.6% | +329.3% | -168.7% | +83.4% |
| All | +140.1% | +796.9% | -656.8% | +18.3% |
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 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