+96.5%
UAL vs PODD
+314.4%
-218.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.1% |
| 7D | +2.3% | -9.1% | +11.3% | +4.4% |
| 30D | +13.3% | +7.3% | +6.0% | +11.6% |
| 3M | -6.3% | +3.7% | -10.0% | -7.3% |
| 6M | +22.5% | -2.7% | +25.2% | +21.5% |
| YTD | +5.9% | -47.2% | +53.1% | +20.4% |
| 1Y | +24.7% | -54.0% | +78.7% | +46.0% |
| 3Y | +211.6% | -3.3% | +214.9% | +203.3% |
| 5Y | +130.6% | -52.3% | +182.9% | +152.2% |
| 10Y | +96.5% | +322.4% | -225.9% | +34.8% |
| All | +96.5% | +314.4% | -218.0% | +34.8% |
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