-61.0%
PODD vs HRB
-6.2%
-54.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.6% | -2.2% |
| 7D | -10.5% | -8.0% | -2.5% | -8.6% |
| 30D | -9.0% | -16.0% | +6.9% | -5.2% |
| 3M | -11.5% | +26.9% | -38.4% | -16.9% |
| 6M | -44.7% | +51.1% | -95.9% | -49.8% |
| YTD | -53.6% | +7.1% | -60.6% | -57.8% |
| 1Y | -61.0% | -9.6% | -51.3% | -66.2% |
| All | -61.0% | -6.2% | -54.8% | -66.2% |
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