+29.3%
HWM vs PODD
-59.3%
+88.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -3.5% | -7.2% | -10.6% |
| 7D | -9.2% | -4.1% | -5.1% | -9.0% |
| 30D | -17.9% | +0.8% | -18.6% | -17.8% |
| 3M | -6.0% | -6.1% | 0.0% | -6.2% |
| 6M | -7.4% | -40.0% | +32.6% | -3.9% |
| YTD | +13.1% | -49.9% | +63.0% | +19.6% |
| 1Y | +29.3% | -59.3% | +88.6% | +40.8% |
| All | +29.3% | -59.3% | +88.6% | +40.8% |
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 2025-09-08 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling