+5.3%
HUM vs PODD
-55.4%
+60.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.0% | +4.3% | +2.4% |
| 7D | +2.1% | -10.5% | +12.6% | +2.8% |
| 30D | +5.4% | -9.0% | +14.4% | +6.0% |
| 3M | +11.4% | -11.5% | +23.0% | +11.9% |
| 6M | +141.5% | -44.7% | +186.3% | +152.1% |
| YTD | +61.2% | -53.6% | +114.8% | +71.2% |
| 1Y | +49.2% | -61.0% | +110.1% | +60.9% |
| 3Y | -9.0% | -24.7% | +15.7% | -8.7% |
| All | +5.3% | -55.4% | +60.8% | +8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling