+262.0%
UAL vs PODD
+761.8%
-499.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.2% | +8.2% | +3.8% |
| 7D | +8.2% | -2.1% | +10.3% | +8.8% |
| 30D | +2.3% | +9.0% | -6.7% | -0.2% |
| 3M | -12.7% | +5.2% | -17.9% | -14.3% |
| 6M | +12.7% | -3.2% | +15.8% | +11.5% |
| YTD | +0.8% | -48.5% | +49.3% | +18.6% |
| 1Y | +17.8% | -54.7% | +72.5% | +43.2% |
| 3Y | +206.7% | -7.8% | +214.5% | +195.8% |
| 5Y | +113.9% | -52.4% | +166.3% | +137.2% |
| 10Y | +97.0% | +315.9% | -218.9% | +1.9% |
| All | +262.0% | +761.8% | -499.8% | -2.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling