-7.8%
PODD vs THC
+413.3%
-421.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.1% | -5.1% | -5.9% |
| 7D | -2.1% | +3.7% | -5.8% | -2.8% |
| 30D | +9.0% | +9.0% | 0.0% | +7.3% |
| 3M | +5.2% | +10.4% | -5.2% | +3.2% |
| 6M | -3.2% | +45.7% | -48.8% | -10.5% |
| YTD | -48.5% | +42.6% | -91.0% | -52.6% |
| 1Y | -54.7% | +38.8% | -93.5% | -58.2% |
| 3Y | -7.8% | +418.8% | -426.6% | -49.3% |
| All | -7.8% | +413.3% | -421.1% | -49.3% |
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