-24.7%
PODD vs USHY
+27.0%
-51.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.1% |
| 7D | -10.5% | -0.7% | -9.8% | -8.9% |
| 30D | -9.0% | -0.7% | -8.4% | -7.4% |
| 3M | -11.5% | +0.1% | -11.6% | -11.6% |
| 6M | -44.7% | +1.8% | -46.5% | -47.3% |
| YTD | -53.6% | +1.8% | -55.3% | -55.7% |
| 1Y | -61.0% | +3.3% | -64.2% | -64.2% |
| 3Y | -24.7% | +27.0% | -51.7% | -62.1% |
| All | -24.7% | +27.0% | -51.7% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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