+1,489.7%
PODD vs HBM
+654.4%
+835.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.8% | -9.3% | -4.4% |
| 7D | -4.1% | +7.4% | -11.5% | -5.2% |
| 30D | +0.8% | +5.1% | -4.3% | -0.3% |
| 3M | -6.1% | +11.1% | -17.2% | -8.9% |
| 6M | -40.0% | +30.2% | -70.2% | -44.1% |
| YTD | -49.9% | +46.2% | -96.2% | -54.7% |
| 1Y | -59.3% | +120.0% | -179.3% | -65.9% |
| 3Y | -17.2% | +527.4% | -544.7% | -44.2% |
| 5Y | -53.0% | +400.4% | -453.4% | -68.3% |
| 10Y | +226.1% | +621.5% | -395.4% | +75.0% |
| All | +1,489.7% | +654.4% | +835.3% | +389.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling