-6.9%
PODD vs THC
+423.7%
-430.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.2% |
| 7D | +4.1% | +1.0% | +3.1% | +3.9% |
| 30D | +13.9% | +5.3% | +8.5% | +12.8% |
| 3M | +4.1% | +7.1% | -3.0% | +2.8% |
| 6M | +2.4% | +46.0% | -43.6% | -5.2% |
| YTD | -46.4% | +43.9% | -90.3% | -50.7% |
| 1Y | -54.2% | +45.4% | -99.6% | -58.0% |
| 3Y | -6.9% | +421.3% | -428.1% | -44.5% |
| All | -6.9% | +423.7% | -430.5% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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