-48.5%
PODD vs XHB
+5.8%
-54.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +5.4% | +1.1% | +5.3% |
| 7D | +10.8% | +9.7% | +1.1% | +8.6% |
| 30D | +21.7% | +11.7% | +10.0% | +18.8% |
| 3M | -1.1% | -1.4% | +0.3% | -1.8% |
| 6M | -3.7% | +6.8% | -10.5% | -6.4% |
| YTD | -41.9% | +5.5% | -47.4% | -43.4% |
| 1Y | -48.5% | +5.1% | -53.6% | -50.0% |
| All | -48.5% | +5.8% | -54.3% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling