+92.6%
UAL vs PODD
+308.0%
-215.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.2% | +8.2% | +3.4% |
| 7D | +8.2% | -2.1% | +10.3% | +8.7% |
| 30D | +2.3% | +9.0% | -6.7% | +0.4% |
| 3M | -12.7% | +5.2% | -17.9% | -13.9% |
| 6M | +12.7% | -3.2% | +15.8% | +11.8% |
| YTD | +0.8% | -48.5% | +49.3% | +15.2% |
| 1Y | +17.8% | -54.7% | +72.5% | +38.3% |
| 3Y | +206.7% | -7.8% | +214.5% | +201.6% |
| 5Y | +113.9% | -52.4% | +166.3% | +134.1% |
| All | +92.6% | +308.0% | -215.4% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling