+855.4%
PODD vs HIG
+100.9%
+754.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.0% |
| 7D | +4.1% | +2.6% | +1.5% | +3.3% |
| 30D | +13.9% | +4.2% | +9.7% | +12.6% |
| 3M | +4.1% | +0.2% | +3.9% | +4.1% |
| 6M | +2.4% | +4.6% | -2.2% | +1.1% |
| YTD | -46.4% | +1.1% | -47.5% | -46.6% |
| 1Y | -54.2% | +4.7% | -58.9% | -54.8% |
| 3Y | -6.9% | +95.5% | -102.3% | -23.8% |
| 5Y | -51.6% | +111.7% | -163.2% | -61.4% |
| 10Y | +329.3% | +263.4% | +65.9% | +175.0% |
| All | +855.4% | +100.9% | +754.5% | +370.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling