+824.1%
PODD vs HRB
+339.7%
+484.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +1.9% | -1.0% |
| 7D | +1.6% | -5.7% | +7.3% | +3.2% |
| 30D | +10.7% | +7.9% | +2.8% | +7.8% |
| 3M | +0.7% | +32.1% | -31.4% | -7.2% |
| 6M | -39.3% | +62.2% | -101.5% | -47.5% |
| YTD | -48.1% | +16.4% | -64.5% | -51.1% |
| 1Y | -57.4% | -0.3% | -57.2% | -58.3% |
| 3Y | -23.3% | +36.0% | -59.3% | -33.4% |
| 5Y | -51.3% | +125.2% | -176.5% | -64.4% |
| 10Y | +242.0% | +237.7% | +4.4% | +90.9% |
| All | +824.1% | +339.7% | +484.4% | +287.2% |
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 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