-48.5%
PODD vs HRB
+16.9%
-65.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.4% | +2.2% | +5.3% |
| 7D | +10.8% | +16.0% | -5.2% | +6.4% |
| 30D | +21.7% | +32.1% | -10.4% | +12.7% |
| 3M | -1.1% | +21.5% | -22.6% | -6.7% |
| 6M | -3.7% | +82.1% | -85.8% | -18.2% |
| YTD | -41.9% | +31.6% | -73.6% | -49.0% |
| 1Y | -48.5% | +15.9% | -64.4% | -53.6% |
| All | -48.5% | +16.9% | -65.4% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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