-53.3%
PODD vs URA
+33.4%
-86.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +4.4% | -10.5% | -7.2% |
| 7D | -2.1% | -4.1% | +2.0% | -1.2% |
| 30D | +9.0% | -19.0% | +28.1% | +14.3% |
| 3M | +5.2% | -25.1% | +30.3% | +11.8% |
| 6M | -3.2% | -44.5% | +41.3% | +10.2% |
| YTD | -48.5% | -24.3% | -24.1% | -47.8% |
| 1Y | -54.7% | -28.1% | -26.6% | -53.5% |
| 3Y | -7.8% | +40.7% | -48.5% | -32.1% |
| All | -53.3% | +33.4% | -86.7% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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