+215.2%
PODD vs HRB
+209.1%
+6.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.6% | -2.1% |
| 7D | -10.5% | -8.0% | -2.5% | -9.3% |
| 30D | -9.0% | -16.0% | +6.9% | -6.4% |
| 3M | -11.5% | +26.9% | -38.4% | -15.1% |
| 6M | -44.7% | +51.1% | -95.9% | -48.5% |
| YTD | -53.6% | +7.1% | -60.6% | -54.6% |
| 1Y | -61.0% | -9.6% | -51.3% | -60.9% |
| 3Y | -24.7% | +25.4% | -50.1% | -29.8% |
| 5Y | -55.5% | +114.9% | -170.4% | -62.0% |
| All | +215.2% | +209.1% | +6.1% | +138.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling