-21.3%
PODD vs XHB
+24.0%
-45.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.6% |
| 7D | -6.9% | -1.9% | -5.0% | -6.3% |
| 30D | -3.5% | -8.3% | +4.9% | -0.8% |
| 3M | -13.6% | -7.1% | -6.4% | -12.0% |
| 6M | -42.6% | -5.3% | -37.4% | -42.1% |
| YTD | -51.5% | -3.2% | -48.3% | -51.6% |
| 1Y | -60.9% | -13.9% | -47.1% | -59.4% |
| All | -21.3% | +24.0% | -45.3% | -41.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling