-54.6%
PODD vs XHB
+30.4%
-85.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.2% |
| 7D | -10.6% | -5.2% | -5.3% | -8.1% |
| 30D | -6.9% | -12.1% | +5.2% | -0.8% |
| 3M | -10.6% | -6.2% | -4.4% | -8.6% |
| 6M | -43.5% | -6.7% | -36.8% | -42.3% |
| YTD | -52.6% | -5.5% | -47.2% | -52.4% |
| 1Y | -60.1% | -15.6% | -44.5% | -57.4% |
| 3Y | -21.7% | +22.0% | -43.7% | -38.2% |
| 5Y | -54.6% | +31.8% | -86.4% | -65.6% |
| All | -54.6% | +30.4% | -85.0% | -65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling