+261.2%
UL vs PODD
+778.2%
-517.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | -2.5% | -4.4% | +1.9% | -2.0% |
| 30D | +5.7% | +8.1% | -2.4% | +4.8% |
| 3M | +7.0% | +2.9% | +4.1% | +6.6% |
| 6M | +16.1% | -5.7% | +21.8% | +16.2% |
| YTD | +3.6% | -47.5% | +51.1% | +9.6% |
| 1Y | -1.4% | -55.7% | +54.3% | +6.0% |
| 3Y | +34.1% | -3.7% | +37.8% | +30.9% |
| 5Y | +32.0% | -52.6% | +84.6% | +36.0% |
| 10Y | +104.7% | +320.3% | -215.6% | +61.1% |
| All | +261.2% | +778.2% | -517.0% | +122.9% |
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