-9.8%
UL vs PODD
-61.6%
+51.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +1.0% | -1.2% |
| 7D | -4.1% | -10.6% | +6.5% | -3.3% |
| 30D | -1.2% | -6.9% | +5.7% | -0.7% |
| 3M | +6.0% | -10.6% | +16.6% | +6.5% |
| 6M | -5.5% | -43.5% | +38.0% | -5.4% |
| YTD | -3.3% | -52.6% | +49.3% | -3.7% |
| 1Y | -9.8% | -60.1% | +50.3% | -11.3% |
| All | -9.8% | -61.6% | +51.8% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling