+103.7%
HST vs PODD
+761.8%
-658.1%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.2% | +6.1% | +1.8% |
| 7D | -2.7% | -2.1% | -0.6% | -2.2% |
| 30D | +10.7% | +9.0% | +1.7% | +7.8% |
| 3M | +6.3% | +5.2% | +1.1% | +4.2% |
| 6M | +19.0% | -3.2% | +22.1% | +17.3% |
| YTD | +47.0% | -48.5% | +95.5% | +73.1% |
| 1Y | +53.4% | -54.7% | +108.1% | +87.1% |
| 3Y | +78.0% | -7.8% | +85.8% | +68.1% |
| 5Y | +71.7% | -52.4% | +124.1% | +87.5% |
| 10Y | +146.2% | +315.9% | -169.7% | +12.8% |
| All | +103.7% | +761.8% | -658.1% | -63.1% |
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