+824.1%
PODD vs HIG
+102.2%
+721.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.7% |
| 7D | +1.6% | +0.3% | +1.3% | +1.5% |
| 30D | +10.7% | -3.2% | +13.9% | +11.7% |
| 3M | +0.7% | +9.1% | -8.4% | -1.8% |
| 6M | -39.3% | -1.8% | -37.5% | -39.0% |
| YTD | -48.1% | +1.8% | -49.9% | -48.4% |
| 1Y | -57.4% | +4.6% | -62.0% | -58.1% |
| 3Y | -23.3% | +101.6% | -124.9% | -37.8% |
| 5Y | -51.3% | +124.5% | -175.8% | -61.8% |
| 10Y | +242.0% | +317.8% | -75.8% | +110.5% |
| All | +824.1% | +102.2% | +721.9% | +353.9% |
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