+64.4%
UL vs PODD
+223.0%
-158.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.7% | +0.8% |
| 7D | -3.4% | -10.5% | +7.1% | -2.4% |
| 30D | +0.5% | -9.0% | +9.5% | +1.3% |
| 3M | +7.2% | -11.5% | +18.8% | +8.1% |
| 6M | -3.1% | -44.7% | +41.7% | +1.5% |
| YTD | -2.7% | -53.6% | +50.9% | +3.3% |
| 1Y | -10.2% | -61.0% | +50.7% | -3.3% |
| 3Y | +20.3% | -24.7% | +45.0% | +19.8% |
| 5Y | +19.9% | -55.5% | +75.4% | +24.0% |
| All | +64.4% | +223.0% | -158.6% | +45.2% |
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