-21.3%
PODD vs HBM
+506.5%
-527.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.4% | -3.0% |
| 7D | -6.9% | +5.5% | -12.4% | -7.2% |
| 30D | -3.5% | +3.3% | -6.7% | -3.7% |
| 3M | -13.6% | +12.7% | -26.2% | -14.6% |
| 6M | -42.6% | +28.2% | -70.8% | -44.7% |
| YTD | -51.5% | +45.3% | -96.8% | -54.5% |
| 1Y | -60.9% | +121.7% | -182.6% | -65.9% |
| All | -21.3% | +506.5% | -527.8% | -44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling