+1,773.8%
HWM vs PODD
+296.3%
+1,477.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.1% |
| 7D | -2.1% | +1.6% | -3.7% | -2.5% |
| 30D | -11.0% | +10.7% | -21.7% | -12.9% |
| 3M | +4.0% | +0.7% | +3.3% | +2.6% |
| 6M | -0.2% | -39.3% | +39.1% | +9.0% |
| YTD | +26.7% | -48.1% | +74.8% | +42.8% |
| 1Y | +44.7% | -57.4% | +102.2% | +69.9% |
| 3Y | +426.1% | -23.3% | +449.4% | +429.5% |
| 5Y | +738.5% | -51.3% | +789.8% | +801.4% |
| All | +1,773.8% | +296.3% | +1,477.5% | +1,107.3% |
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 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