-53.5%
PODD vs HIG
+118.4%
-171.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.7% | -3.3% |
| 7D | -6.9% | -0.5% | -6.4% | -6.7% |
| 30D | -3.5% | -2.8% | -0.6% | -2.4% |
| 3M | -13.6% | +6.3% | -19.9% | -15.9% |
| 6M | -42.6% | -0.1% | -42.5% | -42.7% |
| YTD | -51.5% | +0.4% | -51.9% | -51.7% |
| 1Y | -60.9% | +6.2% | -67.2% | -62.1% |
| 3Y | -19.8% | +101.6% | -121.4% | -43.6% |
| All | -53.5% | +118.4% | -171.9% | -68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling