+824.1%
PODD vs XHB
+267.8%
+556.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.0% | -2.6% |
| 7D | +1.6% | -1.3% | +2.9% | +2.4% |
| 30D | +10.7% | -6.9% | +17.6% | +15.3% |
| 3M | +0.7% | -1.3% | +2.0% | +0.5% |
| 6M | -39.3% | -6.8% | -32.5% | -37.8% |
| YTD | -48.1% | +0.7% | -48.8% | -49.7% |
| 1Y | -57.4% | -11.2% | -46.2% | -55.6% |
| 3Y | -23.3% | +25.3% | -48.6% | -38.3% |
| 5Y | -51.3% | +37.3% | -88.6% | -63.6% |
| 10Y | +242.0% | +211.5% | +30.5% | +39.2% |
| All | +824.1% | +267.8% | +556.3% | +107.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling