+82.2%
UBER vs PODD
+41.6%
+40.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.5% |
| 7D | -3.9% | +1.6% | -5.5% | -4.5% |
| 30D | +11.1% | +10.7% | +0.4% | +6.9% |
| 3M | +4.9% | +0.7% | +4.2% | +3.3% |
| 6M | -1.2% | -39.3% | +38.1% | +15.9% |
| YTD | -7.3% | -48.1% | +40.8% | +15.2% |
| 1Y | -17.6% | -57.4% | +39.8% | +10.0% |
| 3Y | +61.1% | -23.3% | +84.3% | +60.3% |
| 5Y | +87.9% | -51.3% | +139.2% | +117.8% |
| All | +82.2% | +41.6% | +40.6% | +19.3% |
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