+116.5%
UAL vs PODD
-51.4%
+168.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.9% | -2.3% |
| 7D | -3.0% | +4.1% | -7.1% | -4.0% |
| 30D | +10.5% | +13.9% | -3.4% | +7.1% |
| 3M | -13.5% | +4.1% | -17.6% | -14.6% |
| 6M | +14.2% | +2.4% | +11.8% | +11.8% |
| YTD | -2.2% | -46.4% | +44.1% | +12.9% |
| 1Y | +12.5% | -54.2% | +66.7% | +35.1% |
| 3Y | +186.8% | -6.9% | +193.7% | +182.0% |
| All | +116.5% | -51.4% | +168.0% | +144.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling