+1,573.3%
HWM vs PODD
+282.4%
+1,291.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -3.5% | -7.2% | -10.0% |
| 7D | -9.2% | -4.1% | -5.1% | -8.3% |
| 30D | -17.9% | +0.8% | -18.6% | -18.0% |
| 3M | -6.0% | -6.1% | 0.0% | -5.9% |
| 6M | -7.4% | -40.0% | +32.6% | +1.5% |
| YTD | +13.1% | -49.9% | +63.0% | +28.6% |
| 1Y | +29.3% | -59.3% | +88.6% | +53.3% |
| 3Y | +389.9% | -17.2% | +407.2% | +385.1% |
| 5Y | +655.5% | -53.0% | +708.5% | +718.9% |
| All | +1,573.3% | +282.4% | +1,291.0% | +986.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling