+1,490.9%
HWM vs PODD
+315.5%
+1,175.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +11.1% | -4.4% | +15.5% | +12.1% |
| 30D | +3.0% | +8.1% | -5.1% | +1.2% |
| 3M | -20.7% | +2.9% | -23.6% | -21.4% |
| 6M | -17.2% | -5.7% | -11.5% | -17.5% |
| YTD | +9.1% | -47.5% | +56.5% | +22.4% |
| 1Y | +9.0% | -55.7% | +64.7% | +26.9% |
| 3Y | +353.8% | -3.7% | +357.6% | +336.7% |
| 5Y | +608.0% | -52.6% | +660.6% | +665.6% |
| All | +1,490.9% | +315.5% | +1,175.4% | +896.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling