+87.5%
HST vs PODD
-4.1%
+91.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.4% |
| 7D | +3.6% | +4.1% | -0.5% | +3.0% |
| 30D | +11.2% | +13.9% | -2.6% | +9.4% |
| 3M | +13.1% | +4.1% | +9.0% | +12.4% |
| 6M | +23.9% | +2.4% | +21.5% | +22.4% |
| YTD | +52.3% | -46.4% | +98.6% | +68.2% |
| 1Y | +56.7% | -54.2% | +110.8% | +78.0% |
| 3Y | +87.5% | -6.9% | +94.4% | +72.2% |
| All | +87.5% | -4.1% | +91.6% | +72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling