+939.0%
PODD vs URA
-49.7%
+988.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.1% | +0.9% |
| 7D | -9.1% | +2.9% | -12.0% | -9.9% |
| 30D | +7.3% | -10.8% | +18.1% | +10.5% |
| 3M | +3.7% | -25.5% | +29.2% | +11.7% |
| 6M | -2.7% | -41.2% | +38.5% | +10.7% |
| YTD | -47.2% | -21.3% | -25.9% | -46.4% |
| 1Y | -54.0% | -25.7% | -28.3% | -52.5% |
| 3Y | -3.3% | +43.1% | -46.3% | -24.2% |
| 5Y | -52.3% | +35.6% | -87.9% | -63.3% |
| 10Y | +322.4% | +281.3% | +41.1% | +102.9% |
| All | +939.0% | -49.7% | +988.7% | +844.7% |
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