+9.9%
HWM vs PODD
-54.5%
+64.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.2% | -1.1% |
| 7D | +7.3% | +4.1% | +3.2% | +7.1% |
| 30D | +1.6% | +13.9% | -12.3% | +1.3% |
| 3M | -21.9% | +4.1% | -26.0% | -21.8% |
| 6M | -19.0% | +2.4% | -21.5% | -19.4% |
| YTD | +7.9% | -46.4% | +54.3% | +16.1% |
| 1Y | +9.9% | -54.2% | +64.1% | +22.1% |
| All | +9.9% | -54.5% | +64.4% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling