+442.4%
HWM vs PODD
-22.0%
+464.3%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.2% |
| 7D | -2.1% | +1.6% | -3.7% | -2.4% |
| 30D | -11.0% | +10.7% | -21.7% | -12.4% |
| 3M | +4.0% | +0.7% | +3.3% | +2.7% |
| 6M | -0.2% | -39.3% | +39.1% | +8.0% |
| YTD | +26.7% | -48.1% | +74.8% | +41.3% |
| 1Y | +44.7% | -57.4% | +102.2% | +67.8% |
| All | +442.4% | -22.0% | +464.3% | +450.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling