+23.9%
UL vs PODD
-20.7%
+44.6%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | -0.8% |
| 7D | -1.3% | -4.1% | +2.8% | -1.1% |
| 30D | +0.9% | +0.8% | +0.1% | +0.9% |
| 3M | +14.2% | -6.1% | +20.3% | +14.4% |
| 6M | -3.2% | -40.0% | +36.8% | -1.7% |
| YTD | -0.3% | -49.9% | +49.6% | +1.7% |
| 1Y | -8.8% | -59.3% | +50.5% | -6.3% |
| 3Y | +23.9% | -17.2% | +41.1% | +19.5% |
| All | +23.9% | -20.7% | +44.6% | +19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling