+791.5%
PODD vs XHB
+258.8%
+532.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -2.1% |
| 7D | -4.1% | +0.2% | -4.3% | -4.2% |
| 30D | +0.8% | -9.1% | +9.9% | +6.6% |
| 3M | -6.1% | -2.3% | -3.8% | -5.6% |
| 6M | -40.0% | -4.1% | -35.8% | -39.6% |
| YTD | -49.9% | -1.7% | -48.2% | -50.7% |
| 1Y | -59.3% | -15.1% | -44.2% | -56.4% |
| 3Y | -17.2% | +26.8% | -44.1% | -34.0% |
| 5Y | -53.0% | +37.3% | -90.3% | -64.9% |
| 10Y | +226.1% | +205.7% | +20.4% | +34.2% |
| All | +791.5% | +258.8% | +532.6% | +102.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling