-48.5%
PODD vs HIG
+12.7%
-61.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.4% | +4.2% | +5.5% |
| 7D | +10.8% | +6.2% | +4.6% | +8.0% |
| 30D | +21.7% | +9.4% | +12.2% | +17.3% |
| 3M | -1.1% | -2.3% | +1.3% | -0.4% |
| 6M | -3.7% | +4.2% | -7.9% | -6.2% |
| YTD | -41.9% | +1.6% | -43.5% | -43.8% |
| 1Y | -48.5% | +9.9% | -58.4% | -49.1% |
| All | -48.5% | +12.7% | -61.2% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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