+921.3%
PODD vs URA
-31.1%
+952.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.8% | -2.3% |
| 7D | +1.6% | +1.1% | +0.5% | +1.3% |
| 30D | +10.7% | +7.4% | +3.3% | +8.1% |
| 3M | +0.7% | -8.4% | +9.1% | +1.8% |
| 6M | -39.3% | -12.7% | -26.6% | -38.4% |
| YTD | -48.1% | +7.8% | -55.9% | -51.5% |
| 1Y | -57.4% | +19.5% | -76.9% | -62.1% |
| 3Y | -23.3% | +116.4% | -139.7% | -46.8% |
| 5Y | -51.3% | +134.3% | -185.5% | -68.5% |
| 10Y | +242.0% | +359.3% | -117.2% | +59.2% |
| All | +921.3% | -31.1% | +952.4% | +754.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling