-54.2%
PODD vs HRB
+13.5%
-67.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.6% | +2.6% |
| 7D | +4.1% | -5.1% | +9.2% | +5.6% |
| 30D | +13.9% | +8.7% | +5.2% | +11.4% |
| 3M | +4.1% | -5.4% | +9.5% | +5.6% |
| 6M | +2.4% | +41.6% | -39.1% | -7.4% |
| YTD | -46.4% | +18.7% | -65.0% | -51.0% |
| 1Y | -54.2% | +16.4% | -70.6% | -57.9% |
| All | -54.2% | +13.5% | -67.7% | -57.9% |
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