+855.4%
PODD vs HRB
+348.2%
+507.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.6% | +2.5% |
| 7D | +4.1% | -5.1% | +9.2% | +5.5% |
| 30D | +13.9% | +8.7% | +5.2% | +11.3% |
| 3M | +4.1% | -5.4% | +9.5% | +5.5% |
| 6M | +2.4% | +41.6% | -39.1% | -7.6% |
| YTD | -46.4% | +18.7% | -65.0% | -49.8% |
| 1Y | -54.2% | +16.4% | -70.6% | -56.9% |
| 3Y | -6.9% | +22.0% | -28.8% | -16.4% |
| 5Y | -51.6% | +141.2% | -192.8% | -65.3% |
| 10Y | +329.3% | +223.1% | +106.1% | +144.4% |
| All | +855.4% | +348.2% | +507.2% | +297.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling