+67.6%
UBER vs PODD
+46.4%
+21.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | 0.0% |
| 7D | +1.6% | +4.1% | -2.5% | +0.2% |
| 30D | +0.6% | +13.9% | -13.3% | -4.2% |
| 3M | -8.2% | +4.1% | -12.3% | -9.9% |
| 6M | -6.7% | +2.4% | -9.2% | -9.0% |
| YTD | -14.7% | -46.4% | +31.6% | +4.5% |
| 1Y | -24.1% | -54.2% | +30.1% | -1.4% |
| 3Y | +33.4% | -6.9% | +40.3% | +23.8% |
| 5Y | +54.5% | -51.6% | +106.0% | +79.8% |
| All | +67.6% | +46.4% | +21.2% | +8.1% |
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