+257.7%
UAL vs PODD
+767.5%
-509.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.1% | +4.6% | +3.1% |
| 7D | +0.7% | +1.6% | -0.9% | +0.2% |
| 30D | -16.1% | +10.7% | -26.8% | -18.7% |
| 3M | +6.1% | +0.7% | +5.4% | +4.5% |
| 6M | +10.8% | -39.3% | +50.1% | +24.7% |
| YTD | -0.4% | -48.1% | +47.7% | +17.1% |
| 1Y | +5.0% | -57.4% | +62.5% | +30.0% |
| 3Y | +124.0% | -23.3% | +147.3% | +126.1% |
| 5Y | +141.0% | -51.3% | +192.2% | +165.5% |
| 10Y | +118.0% | +242.0% | -124.0% | +19.0% |
| All | +257.7% | +767.5% | -509.9% | -3.5% |
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 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