+107.0%
HST vs PODD
+218.3%
-111.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +2.9% | +0.4% |
| 7D | -0.3% | -6.9% | +6.6% | +0.9% |
| 30D | -2.8% | -3.5% | +0.7% | -2.3% |
| 3M | -6.5% | -13.6% | +7.1% | -4.9% |
| 6M | +20.7% | -42.6% | +63.3% | +31.5% |
| YTD | +30.5% | -51.5% | +81.9% | +46.4% |
| 1Y | +36.8% | -60.9% | +97.7% | +59.4% |
| 3Y | +65.9% | -19.8% | +85.7% | +64.7% |
| 5Y | +73.9% | -54.4% | +128.3% | +86.5% |
| 10Y | +107.0% | +236.1% | -129.0% | +61.5% |
| All | +107.0% | +218.3% | -111.3% | +61.5% |
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