+1,388.5%
HWM vs PODD
+293.7%
+1,094.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.2% | +8.7% | +3.7% |
| 7D | +3.4% | -2.1% | +5.5% | +3.7% |
| 30D | -7.5% | +9.0% | -16.6% | -9.4% |
| 3M | -28.9% | +5.2% | -34.1% | -29.8% |
| 6M | -19.6% | -3.2% | -16.5% | -20.4% |
| YTD | +0.6% | -48.5% | +49.1% | +13.4% |
| 1Y | +0.3% | -54.7% | +55.0% | +16.1% |
| 3Y | +326.1% | -7.8% | +333.9% | +313.5% |
| 5Y | +525.2% | -52.4% | +577.6% | +574.9% |
| 10Y | +1,492.9% | +315.9% | +1,177.0% | +918.4% |
| All | +1,388.5% | +293.7% | +1,094.7% | +858.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling