-52.0%
PODD vs ALHC
-33.5%
-18.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.1% |
| 7D | +1.6% | -0.6% | +2.2% | +1.7% |
| 30D | +10.7% | -1.0% | +11.7% | +10.6% |
| 3M | +0.7% | -10.2% | +10.9% | +0.6% |
| 6M | -39.3% | -28.3% | -11.0% | -37.9% |
| YTD | -48.1% | -31.4% | -16.7% | -46.8% |
| 1Y | -57.4% | -16.9% | -40.5% | -57.6% |
| 3Y | -23.3% | +135.5% | -158.7% | -40.2% |
| All | -52.0% | -33.5% | -18.5% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 5y: compounded portfolio wealth divided by compounded ALHC 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…
5y analysis · Full analysis span regression · 6 months rolling