-53.3%
PODD vs ALHC
-64.2%
+10.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.9% | -3.2% | -5.8% |
| 7D | -2.1% | +1.0% | -3.1% | -2.2% |
| 30D | +9.0% | -14.2% | +23.2% | +10.8% |
| 3M | +5.2% | -45.1% | +50.3% | +12.1% |
| 6M | -3.2% | -59.5% | +56.4% | +5.7% |
| YTD | -48.5% | -62.8% | +14.4% | -43.5% |
| 1Y | -54.7% | -55.5% | +0.8% | -51.6% |
| 3Y | -7.8% | +25.7% | -33.5% | -22.7% |
| All | -53.3% | -64.2% | +10.9% | -54.8% |
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