-21.3%
PODD vs HRB
+25.9%
-47.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.4% | -2.8% |
| 7D | -6.9% | -10.6% | +3.7% | -5.3% |
| 30D | -3.5% | -0.8% | -2.6% | -3.5% |
| 3M | -13.6% | +19.1% | -32.6% | -15.9% |
| 6M | -42.6% | +48.7% | -91.3% | -45.5% |
| YTD | -51.5% | +7.1% | -58.6% | -53.6% |
| 1Y | -60.9% | -8.3% | -52.6% | -62.6% |
| All | -21.3% | +25.9% | -47.2% | -31.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling