-48.5%
PODD vs HBM
+47.3%
-95.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.6% | +2.9% | +6.8% |
| 7D | +10.8% | -5.8% | +16.7% | +10.3% |
| 30D | +21.7% | -18.5% | +40.2% | +20.0% |
| 3M | -1.1% | -10.3% | +9.2% | -1.6% |
| 6M | -3.7% | +2.1% | -5.8% | -6.3% |
| YTD | -41.9% | +12.0% | -54.0% | -45.8% |
| 1Y | -48.5% | +49.8% | -98.2% | -57.0% |
| All | -48.5% | +47.3% | -95.7% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling