-23.2%
PODD vs ULTA
+28.6%
-51.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.1% |
| 7D | -10.6% | -3.9% | -6.7% | -9.8% |
| 30D | -6.9% | -1.1% | -5.9% | -6.8% |
| 3M | -10.6% | +13.8% | -24.4% | -13.0% |
| 6M | -43.5% | -17.2% | -26.2% | -41.9% |
| YTD | -52.6% | -11.5% | -41.1% | -51.9% |
| 1Y | -60.1% | +3.9% | -64.0% | -60.7% |
| All | -23.2% | +28.6% | -51.7% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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